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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 | $3,751 | $105,856-96.5% | $90,161-95.8% | $147,586-97.5% |
| Participation rate | 69.2% | 79.7%-10.5pp | 76.9%-7.6pp | 82.8%-13.6pp |
| Annual return | 4.33% | 37.63%-33.3pp | 34.89%-30.6pp | 578.59%-574.3pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,627 | $5,733-71.6% | $5,287-69.2% | $5,439-70.1% |
| Admin fee / account holder | $15,951 | $8,046+98.2% | $5,943+168.4% | $10,886+46.5% |