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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 | $7,713 | $183,516-95.8% | $155,534-95.0% | $145,884-94.7% |
| Participation rate | 35.7% | 82.7%-47.0pp | 78.2%-42.5pp | 80.3%-44.6pp |
| Annual return | 1.80% | 61.43%-59.6pp | 64.92%-63.1pp | 551.85%-550.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $812 | $6,467-87.4% | $5,630-85.6% | $6,690-87.9% |
| Admin fee / account holder | $6,378 | $19,293-66.9% | $15,900-59.9% | $13,392-52.4% |