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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 | $9,198 | $209,428-95.6% | $178,498-94.8% | $158,950-94.2% |
| Participation rate | 16.7% | 86.4%-69.7pp | 81.9%-65.3pp | 82.0%-65.3pp |
| Annual return | 0.98% | 188.78%-187.8pp | 151.09%-150.1pp | 302.91%-301.9pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $196 | $5,955-96.7% | $5,202-96.2% | $5,983-96.7% |
| Admin fee / account holder | $13,681 | $17,077-19.9% | $13,985-2.2% | $11,248+21.6% |