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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 | $7,617 | $125,184-93.9% | $105,607-92.8% | $145,884-94.8% |
| Participation rate | 58.3% | 77.6%-19.3pp | 75.3%-16.9pp | 80.3%-22.0pp |
| Annual return | 6.33% | 225.00%-218.7pp | 116.11%-109.8pp | 551.85%-545.5pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,412 | $5,714-75.3% | $5,011-71.8% | $6,690-78.9% |
| Admin fee / account holder | $898 | $17,133-94.8% | $10,958-91.8% | $13,392-93.3% |