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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 | $5,635 | $160,028-96.5% | $147,080-96.2% | $145,884-96.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 3.54% | 98.60%-95.1pp | 420.17%-416.6pp | 551.85%-548.3pp |
| Employer contribution / active EE | $1,377 | $5,286-73.9% | $4,933-72.1% | $4,662-70.5% |
| Participant deferral / active EE | $1,373 | $8,422-83.7% | $8,066-83.0% | $6,690-79.5% |
| Admin fee / account holder | $5,840 | $15,030-61.1% | $12,989-55.0% | $13,392-56.4% |