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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 | $11,752 | $160,040-92.7% | $147,096-92.0% | $145,877-91.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 5.22% | 98.49%-93.3pp | 419.75%-414.5pp | 551.28%-546.1pp |
| Employer contribution / active EE | $1,054 | $5,289-80.1% | $4,936-78.6% | $4,663-77.4% |
| Participant deferral / active EE | $1,309 | $8,429-84.5% | $8,071-83.8% | $6,691-80.4% |
| Admin fee / account holder | $4,027 | $15,050-73.2% | $13,005-69.0% | $13,402-70.0% |