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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 | $6,025 | $150,447-96.0% | $136,298-95.6% | $147,586-95.9% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 6.22% | 1049.15%-1042.9pp | 5156.27%-5150.0pp | 578.59%-572.4pp |
| Employer contribution / active EE | $1,235 | $5,256-76.5% | $4,696-73.7% | $4,876-74.7% |
| Participant deferral / active EE | $1,360 | $6,631-79.5% | $6,247-78.2% | $5,439-75.0% |
| Admin fee / account holder | $619 | $10,906-94.3% | $9,244-93.3% | $10,886-94.3% |