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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 | $2,313 | $185,856-98.8% | $170,028-98.6% | $139,456-98.3% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 4.41% | 60.52%-56.1pp | 53.39%-49.0pp | 373.45%-369.0pp |
| Employer contribution / active EE | $1,916 | $7,593-74.8% | $6,788-71.8% | $4,753-59.7% |
| Participant deferral / active EE | $2,097 | $11,623-82.0% | $10,409-79.9% | $6,711-68.8% |
| Admin fee / account holder | $29,569 | $15,387+92.2% | $12,820+130.6% | $11,407+159.2% |