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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 | $9,655 | $172,111-94.4% | $150,298-93.6% | $137,256-93.0% |
| Participation rate | 63.6% | 81.7%-18.1pp | 77.8%-14.1pp | 80.0%-16.3pp |
| Annual return | 4.92% | 69.37%-64.5pp | 62.79%-57.9pp | 220.34%-215.4pp |
| Employer contribution / active EE | $875 | $4,636-81.1% | $4,154-78.9% | $4,156-78.9% |
| Participant deferral / active EE | $694 | $6,166-88.7% | $5,453-87.3% | $6,407-89.2% |
| Admin fee / account holder | $5,535 | $16,471-66.4% | $14,116-60.8% | $12,270-54.9% |