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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 | $4,580 | $185,312-97.5% | $161,489-97.2% | $154,746-97.0% |
| Participation rate | 23.1% | 82.5%-59.4pp | 78.7%-55.6pp | 80.7%-57.6pp |
| Annual return | 9.56% | 103.84%-94.3pp | 89.72%-80.2pp | 172.34%-162.8pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $139 | $6,350-97.8% | $5,630-97.5% | $6,730-97.9% |
| Admin fee / account holder | $375 | $18,654-98.0% | $16,006-97.7% | $14,365-97.4% |