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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 | $4,349 | $159,978-97.3% | $147,041-97.0% | $145,978-97.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 1.89% | 98.36%-96.5pp | 419.21%-417.3pp | 550.52%-548.6pp |
| Employer contribution / active EE | $1,249 | $5,288-76.4% | $4,935-74.7% | $4,662-73.2% |
| Participant deferral / active EE | $1,562 | $8,429-81.5% | $8,071-80.7% | $6,690-76.7% |
| Admin fee / account holder | $10,441 | $15,053-30.6% | $13,006-19.7% | $13,400-22.1% |