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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 | $9,931 | $209,874-95.3% | $189,537-94.8% | $167,536-94.1% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 3.80% | 748.61%-744.8pp | 555.34%-551.5pp | 478.82%-475.0pp |
| Employer contribution / active EE | $2,800 | $6,913-59.5% | $6,161-54.6% | $4,839-42.1% |
| Participant deferral / active EE | $901 | $8,934-89.9% | $8,220-89.0% | $6,342-85.8% |
| Admin fee / account holder | $9,183 | $14,299-35.8% | $12,048-23.8% | $12,315-25.4% |