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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 | $10,234 | $183,539-94.4% | $155,556-93.4% | $145,897-93.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 2.67% | 61.31%-58.6pp | 64.84%-62.2pp | 552.29%-549.6pp |
| Employer contribution / active EE | $1,771 | $5,315-66.7% | $4,675-62.1% | $4,663-62.0% |
| Participant deferral / active EE | $1,771 | $6,467-72.6% | $5,631-68.5% | $6,689-73.5% |
| Admin fee / account holder | $559 | $19,275-97.1% | $15,885-96.5% | $13,390-95.8% |