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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 | $7,806 | $165,399-95.3% | $149,745-94.8% | $158,982-95.1% |
| Participation rate | 45.5% | 84.6%-39.1pp | 82.5%-37.0pp | 82.0%-36.5pp |
| Annual return | 5.47% | 348.34%-342.9pp | 276.72%-271.3pp | 302.99%-297.5pp |
| Employer contribution / active EE | $900 | $5,105-82.4% | $4,646-80.6% | $4,763-81.1% |
| Participant deferral / active EE | $1,539 | $7,183-78.6% | $6,843-77.5% | $5,983-74.3% |
| Admin fee / account holder | $5,730 | $10,811-47.0% | $9,312-38.5% | $11,252-49.1% |