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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 | $21,228 | $150,447-85.9% | $136,298-84.4% | $147,586-85.6% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 6.15% | 1049.15%-1043.0pp | 5156.27%-5150.1pp | 578.59%-572.4pp |
| Employer contribution / active EE | $2,933 | $5,256-44.2% | $4,696-37.5% | $4,876-39.9% |
| Participant deferral / active EE | $1,648 | $6,631-75.1% | $6,247-73.6% | $5,439-69.7% |
| Admin fee / account holder | $990 | $10,906-90.9% | $9,244-89.3% | $10,886-90.9% |