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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 | $6,249 | $150,197-95.8% | $120,368-94.8% | $145,959-95.7% |
| Participation rate | 23.8% | 78.8%-55.0pp | 71.9%-48.1pp | 80.3%-56.5pp |
| Annual return | 8.25% | 154.26%-146.0pp | 107.26%-99.0pp | 561.95%-553.7pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,465-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,058 | $6,174-82.9% | $4,991-78.8% | $6,689-84.2% |
| Admin fee / account holder | $2,886 | $12,216-76.4% | $9,429-69.4% | $13,398-78.5% |