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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 | $5,615 | $166,242-96.6% | $165,071-96.6% | $145,884-96.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 6.06% | 100.44%-94.4pp | 70.17%-64.1pp | 551.85%-545.8pp |
| Employer contribution / active EE | $1,327 | $5,283-74.9% | $4,347-69.5% | $4,662-71.5% |
| Participant deferral / active EE | $1,367 | $6,964-80.4% | $6,035-77.4% | $6,690-79.6% |
| Admin fee / account holder | $5,373 | $16,658-67.7% | $12,695-57.7% | $13,392-59.9% |