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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 | $8,197 | $174,379-95.3% | $152,093-94.6% | $138,895-94.1% |
| Participation rate | 5.0% | 81.6%-76.6pp | 77.8%-72.8pp | 79.9%-74.9pp |
| Annual return | 9.33% | 74.86%-65.5pp | 66.36%-57.0pp | 145.39%-136.1pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $159 | $6,159-97.4% | $5,451-97.1% | $6,396-97.5% |
| Admin fee / account holder | $4,677 | $16,880-72.3% | $14,497-67.7% | $12,562-62.8% |