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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 | $13,186 | $176,077-92.5% | $159,455-91.7% | $167,518-92.1% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 8.37% | 331.83%-323.5pp | 263.63%-255.3pp | 478.71%-470.3pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,614 | $7,751-79.2% | $7,353-78.0% | $6,342-74.5% |
| Admin fee / account holder | $1,305 | $12,556-89.6% | $10,800-87.9% | $12,312-89.4% |