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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,078 | $183,516-98.9% | $155,534-98.7% | $145,884-98.6% |
| Participation rate | 21.4% | 82.7%-61.3pp | 78.2%-56.8pp | 80.3%-58.9pp |
| Annual return | 7.76% | 61.43%-53.7pp | 64.92%-57.2pp | 551.85%-544.1pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $578 | $6,467-91.1% | $5,630-89.7% | $6,690-91.4% |
| Admin fee / account holder | $2,095 | $19,293-89.1% | $15,900-86.8% | $13,392-84.4% |