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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 | $6,712 | $183,516-96.3% | $155,534-95.7% | $145,884-95.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 8.71% | 61.43%-52.7pp | 64.92%-56.2pp | 551.85%-543.1pp |
| Employer contribution / active EE | $1,337 | $5,315-74.8% | $4,675-71.4% | $4,662-71.3% |
| Participant deferral / active EE | $1,441 | $6,467-77.7% | $5,630-74.4% | $6,690-78.5% |
| Admin fee / account holder | $399 | $19,293-97.9% | $15,900-97.5% | $13,392-97.0% |