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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 | $6,803 | $183,516-96.3% | $155,534-95.6% | $145,884-95.3% |
| Participation rate | 57.9% | 82.7%-24.8pp | 78.2%-20.3pp | 80.3%-22.4pp |
| Annual return | 2.25% | 61.43%-59.2pp | 64.92%-62.7pp | 551.85%-549.6pp |
| Employer contribution / active EE | $1,093 | $5,315-79.4% | $4,675-76.6% | $4,662-76.6% |
| Participant deferral / active EE | $1,366 | $6,467-78.9% | $5,630-75.7% | $6,690-79.6% |
| Admin fee / account holder | $1,695 | $19,293-91.2% | $15,900-89.3% | $13,392-87.3% |