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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 | $7,353 | $183,539-96.0% | $155,556-95.3% | $145,897-95.0% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 3.85% | 61.31%-57.5pp | 64.84%-61.0pp | 552.29%-548.4pp |
| Employer contribution / active EE | $1,646 | $5,315-69.0% | $4,675-64.8% | $4,663-64.7% |
| Participant deferral / active EE | $1,460 | $6,467-77.4% | $5,631-74.1% | $6,689-78.2% |
| Admin fee / account holder | $558 | $19,275-97.1% | $15,885-96.5% | $13,390-95.8% |