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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 | $4,771 | $201,372-97.6% | $184,260-97.4% | $145,884-96.7% |
| Participation rate | 23.1% | 87.5%-64.4pp | 86.8%-63.7pp | 80.3%-57.2pp |
| Annual return | 5.36% | 29.04%-23.7pp | 28.84%-23.5pp | 551.85%-546.5pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $536 | $9,808-94.5% | $9,133-94.1% | $6,690-92.0% |
| Admin fee / account holder | $1,154 | $16,362-92.9% | $13,898-91.7% | $13,392-91.4% |