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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 | $530 | $183,539-99.7% | $155,556-99.7% | $145,897-99.6% |
| Participation rate | 11.8% | 82.7%-70.9pp | 78.2%-66.5pp | 80.3%-68.5pp |
| Annual return | 0.22% | 61.31%-61.1pp | 64.84%-64.6pp | 552.29%-552.1pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $46 | $6,467-99.3% | $5,631-99.2% | $6,689-99.3% |
| Admin fee / account holder | $1,020 | $19,275-94.7% | $15,885-93.6% | $13,390-92.4% |