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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 | $7,236 | $165,381-95.6% | $149,730-95.2% | $158,966-95.4% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 5.22% | 348.29%-343.1pp | 276.70%-271.5pp | 302.95%-297.7pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $925 | $7,182-87.1% | $6,843-86.5% | $5,983-84.5% |
| Admin fee / account holder | $717 | $10,809-93.4% | $9,310-92.3% | $11,250-93.6% |