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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 | $6,713 | $125,778-94.7% | $114,563-94.1% | $154,746-95.7% |
| Participation rate | 18.2% | 75.2%-57.0pp | 72.9%-54.7pp | 80.7%-62.5pp |
| Annual return | 6.71% | 295.14%-288.4pp | 241.09%-234.4pp | 172.34%-165.6pp |
| Employer contribution / active EE | $224 | $2,806-92.0% | $2,592-91.3% | $4,379-94.9% |
| Participant deferral / active EE | $281 | $4,445-93.7% | $4,142-93.2% | $6,730-95.8% |
| Admin fee / account holder | $5,381 | $8,190-34.3% | $7,623-29.4% | $14,365-62.5% |