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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 | $18,554 | $209,425-91.1% | $178,499-89.6% | $158,966-88.3% |
| Participation rate | 42.1% | 86.4%-44.2pp | 81.9%-39.8pp | 82.0%-39.9pp |
| Annual return | 6.10% | 188.80%-182.7pp | 151.10%-145.0pp | 302.95%-296.9pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,056 | $5,955-82.3% | $5,202-79.7% | $5,983-82.4% |
| Admin fee / account holder | $1,069 | $17,078-93.7% | $13,986-92.4% | $11,250-90.5% |