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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 | $9,766 | $150,447-93.5% | $136,298-92.8% | $147,586-93.4% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 8.65% | 1049.15%-1040.5pp | 5156.27%-5147.6pp | 578.59%-569.9pp |
| Employer contribution / active EE | $1,760 | $5,256-66.5% | $4,696-62.5% | $4,876-63.9% |
| Participant deferral / active EE | $1,760 | $6,631-73.5% | $6,247-71.8% | $5,439-67.6% |
| Admin fee / account holder | $21,029 | $10,906+92.8% | $9,244+127.5% | $10,886+93.2% |