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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 | $17,992 | $176,120-89.8% | $159,487-88.7% | $167,553-89.3% |
| Participation rate | 41.7% | 85.0%-43.3pp | 82.8%-41.2pp | 82.1%-40.4pp |
| Annual return | 9.30% | 331.95%-322.6pp | 263.71%-254.4pp | 478.89%-469.6pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $352 | $7,752-95.5% | $7,354-95.2% | $6,343-94.4% |
| Admin fee / account holder | $3,328 | $12,561-73.5% | $10,804-69.2% | $12,316-73.0% |