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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 | $4,423 | $198,461-97.8% | $170,436-97.4% | $147,585-97.0% |
| Participation rate | 16.7% | 88.0%-71.3pp | 83.6%-66.9pp | 82.8%-66.2pp |
| Annual return | 7.18% | 257.30%-250.1pp | 205.94%-198.8pp | 578.57%-571.4pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $222 | $5,629-96.1% | $4,939-95.5% | $5,439-95.9% |
| Admin fee / account holder | $9,039 | $16,852-46.4% | $13,880-34.9% | $10,885-17.0% |