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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 | $4,845 | $183,539-97.4% | $155,556-96.9% | $145,897-96.7% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 0.92% | 61.31%-60.4pp | 64.84%-63.9pp | 552.29%-551.4pp |
| Employer contribution / active EE | $1,506 | $5,315-71.7% | $4,675-67.8% | $4,663-67.7% |
| Participant deferral / active EE | $1,294 | $6,467-80.0% | $5,631-77.0% | $6,689-80.7% |
| Admin fee / account holder | $670 | $19,275-96.5% | $15,885-95.8% | $13,390-95.0% |