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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 | $21,439 | $209,425-89.8% | $178,499-88.0% | $158,966-86.5% |
| Participation rate | 58.3% | 86.4%-28.0pp | 81.9%-23.6pp | 82.0%-23.6pp |
| Annual return | 1.49% | 188.80%-187.3pp | 151.10%-149.6pp | 302.95%-301.5pp |
| Employer contribution / active EE | $1,209 | $5,707-78.8% | $5,011-75.9% | $4,762-74.6% |
| Participant deferral / active EE | $1,680 | $5,955-71.8% | $5,202-67.7% | $5,983-71.9% |
| Admin fee / account holder | $5,050 | $17,078-70.4% | $13,986-63.9% | $11,250-55.1% |