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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 | $183,592-97.4% | $155,574-96.9% | $145,877-96.7% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 0.92% | 61.37%-60.5pp | 64.87%-64.0pp | 551.28%-550.4pp |
| Employer contribution / active EE | $1,506 | $5,317-71.7% | $4,676-67.8% | $4,663-67.7% |
| Participant deferral / active EE | $1,294 | $6,466-80.0% | $5,629-77.0% | $6,691-80.7% |
| Admin fee / account holder | $670 | $19,316-96.5% | $15,914-95.8% | $13,402-95.0% |