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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 | $5,964 | $165,399-96.4% | $149,745-96.0% | $158,982-96.2% |
| Participation rate | 14.3% | 84.6%-70.3pp | 82.5%-68.2pp | 82.0%-67.7pp |
| Annual return | 7.31% | 348.34%-341.0pp | 276.72%-269.4pp | 302.99%-295.7pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $571 | $7,183-92.0% | $6,843-91.7% | $5,983-90.5% |
| Admin fee / account holder | $5,110 | $10,811-52.7% | $9,312-45.1% | $11,252-54.6% |