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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 | $10,417 | $156,398-93.3% | $147,318-92.9% | $138,895-92.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 3.86% | 78.75%-74.9pp | 70.43%-66.6pp | 145.39%-141.5pp |
| Employer contribution / active EE | $1,551 | $4,853-68.0% | $4,593-66.2% | $4,194-63.0% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $345 | $14,976-97.7% | $13,708-97.5% | $12,562-97.3% |