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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 | $225 | $185,883-99.9% | $170,043-99.9% | $139,466-99.8% |
| Participation rate | 56.3% | 87.8%-31.5pp | 87.0%-30.8pp | 80.3%-24.1pp |
| Annual return | 9.55% | 60.54%-51.0pp | 53.40%-43.9pp | 373.66%-364.1pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $179 | $11,626-98.5% | $10,410-98.3% | $6,712-97.3% |
| Admin fee / account holder | $328 | $15,393-97.9% | $12,824-97.4% | $11,409-97.1% |