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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 | $7,375 | $198,457-96.3% | $170,435-95.7% | $147,586-95.0% |
| Participation rate | 38.9% | 88.0%-49.1pp | 83.6%-44.7pp | 82.8%-43.9pp |
| Annual return | 5.42% | 257.30%-251.9pp | 205.94%-200.5pp | 578.59%-573.2pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $442 | $5,629-92.1% | $4,939-91.0% | $5,439-91.9% |
| Admin fee / account holder | $1,042 | $16,852-93.8% | $13,881-92.5% | $10,886-90.4% |