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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 | $19,663 | $150,447-86.9% | $136,298-85.6% | $147,586-86.7% |
| Participation rate | 43.8% | 84.4%-40.7pp | 81.9%-38.2pp | 82.8%-39.1pp |
| Annual return | 8.91% | 1049.15%-1040.2pp | 5156.27%-5147.4pp | 578.59%-569.7pp |
| Employer contribution / active EE | $1,098 | $5,256-79.1% | $4,696-76.6% | $4,876-77.5% |
| Participant deferral / active EE | $1,571 | $6,631-76.3% | $6,247-74.9% | $5,439-71.1% |
| Admin fee / account holder | $1,540 | $10,906-85.9% | $9,244-83.3% | $10,886-85.9% |