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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 | $1,401 | $108,897-98.7% | $100,378-98.6% | $145,877-99.0% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 8.19% | 58.17%-50.0pp | 49.41%-41.2pp | 551.28%-543.1pp |
| Employer contribution / active EE | $395 | $4,420-91.1% | $3,942-90.0% | $4,663-91.5% |
| Participant deferral / active EE | $395 | $8,455-95.3% | $8,087-95.1% | $6,691-94.1% |
| Admin fee / account holder | $1,053 | $9,690-89.1% | $7,899-86.7% | $13,402-92.1% |