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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 | $6,776 | $223,823-97.0% | $211,142-96.8% | $154,746-95.6% |
| Participation rate | 18.2% | 87.9%-69.7pp | 87.3%-69.1pp | 80.7%-62.5pp |
| Annual return | 8.42% | 50.39%-42.0pp | 46.84%-38.4pp | 172.34%-163.9pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $358 | $9,750-96.3% | $9,284-96.1% | $6,730-94.7% |
| Admin fee / account holder | $3,777 | $19,707-80.8% | $19,076-80.2% | $14,365-73.7% |