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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 | $3,465 | $180,749-98.1% | $160,784-97.8% | $137,256-97.5% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 9.89% | 2234.46%-2224.6pp | 1803.92%-1794.0pp | 220.34%-210.4pp |
| Employer contribution / active EE | $671 | $4,155-83.9% | $3,733-82.0% | $4,156-83.9% |
| Participant deferral / active EE | $671 | $6,844-90.2% | $6,293-89.3% | $6,407-89.5% |
| Admin fee / account holder | $3,124 | $10,397-70.0% | $9,717-67.8% | $12,270-74.5% |