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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 | $2,535 | $202,440-98.7% | $169,390-98.5% | $139,466-98.2% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 6.05% | 532.36%-526.3pp | 406.07%-400.0pp | 373.66%-367.6pp |
| Employer contribution / active EE | $896 | $4,693-80.9% | $4,013-77.7% | $4,754-81.2% |
| Participant deferral / active EE | $896 | $6,940-87.1% | $6,222-85.6% | $6,712-86.7% |
| Admin fee / account holder | $4,995 | $10,722-53.4% | $9,015-44.6% | $11,409-56.2% |