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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 | $11,779 | $150,447-92.2% | $136,298-91.4% | $147,586-92.0% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 4.35% | 1049.15%-1044.8pp | 5156.27%-5151.9pp | 578.59%-574.2pp |
| Employer contribution / active EE | $1,174 | $5,256-77.7% | $4,696-75.0% | $4,876-75.9% |
| Participant deferral / active EE | $1,457 | $6,631-78.0% | $6,247-76.7% | $5,439-73.2% |
| Admin fee / account holder | $142,480 | $10,906+1206.4% | $9,244+1441.3% | $10,886+1208.9% |