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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 | $6,153 | $198,457-96.9% | $170,435-96.4% | $147,586-95.8% |
| Participation rate | 64.7% | 88.0%-23.3pp | 83.6%-18.9pp | 82.8%-18.1pp |
| Annual return | 5.03% | 257.30%-252.3pp | 205.94%-200.9pp | 578.59%-573.6pp |
| Employer contribution / active EE | $1,334 | $6,183-78.4% | $5,432-75.4% | $4,876-72.6% |
| Participant deferral / active EE | $1,896 | $5,629-66.3% | $4,939-61.6% | $5,439-65.1% |
| Admin fee / account holder | $413 | $16,852-97.6% | $13,881-97.0% | $10,886-96.2% |