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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 | $2,117 | $183,539-98.8% | $155,556-98.6% | $145,897-98.5% |
| Participation rate | 45.5% | 82.7%-37.3pp | 78.2%-32.8pp | 80.3%-34.9pp |
| Annual return | 8.73% | 61.31%-52.6pp | 64.84%-56.1pp | 552.29%-543.6pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $279 | $6,467-95.7% | $5,631-95.0% | $6,689-95.8% |
| Admin fee / account holder | $662 | $19,275-96.6% | $15,885-95.8% | $13,390-95.1% |