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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 | $5,241 | $185,312-97.2% | $161,489-96.8% | $154,746-96.6% |
| Participation rate | 8.3% | 82.5%-74.1pp | 78.7%-70.4pp | 80.7%-72.4pp |
| Annual return | 4.68% | 103.84%-99.2pp | 89.72%-85.0pp | 172.34%-167.7pp |
| Employer contribution / active EE | $1,015 | $4,769-78.7% | $4,268-76.2% | $4,379-76.8% |
| Participant deferral / active EE | $1,302 | $6,350-79.5% | $5,630-76.9% | $6,730-80.7% |
| Admin fee / account holder | $13,522 | $18,654-27.5% | $16,006-15.5% | $14,365-5.9% |