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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 | $4,900 | $162,136-97.0% | $152,301-96.8% | $154,746-96.8% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 5.58% | 91.02%-85.4pp | 80.50%-74.9pp | 172.34%-166.8pp |
| Employer contribution / active EE | $994 | $4,890-79.7% | $4,624-78.5% | $4,379-77.3% |
| Participant deferral / active EE | $994 | $8,341-88.1% | $8,004-87.6% | $6,730-85.2% |
| Admin fee / account holder | $14,896 | $15,759-5.5% | $14,398+3.5% | $14,365+3.7% |