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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 | $5,667 | $157,296-96.4% | $141,191-96.0% | $152,897-96.3% |
| Participation rate | 11.8% | 84.8%-73.1pp | 82.5%-70.7pp | 82.5%-70.7pp |
| Annual return | 8.78% | 64.34%-55.6pp | 71.41%-62.6pp | 345.43%-336.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $414 | $7,111-94.2% | $6,710-93.8% | $5,851-92.9% |
| Admin fee / account holder | $104,981 | $12,125+765.8% | $10,264+922.8% | $11,599+805.1% |