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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 | $14,550 | $144,130-89.9% | $117,861-87.7% | $147,586-90.1% |
| Participation rate | 37.5% | 83.4%-45.9pp | 79.7%-42.2pp | 82.8%-45.3pp |
| Annual return | 8.16% | 531.20%-523.0pp | 335.11%-326.9pp | 578.59%-570.4pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $892 | $5,316-83.2% | $4,482-80.1% | $5,439-83.6% |
| Admin fee / account holder | $7,103 | $10,887-34.8% | $8,021-11.4% | $10,886-34.8% |