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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 | $5,268 | $160,040-96.7% | $147,096-96.4% | $145,877-96.4% |
| Participation rate | 45.5% | 84.0%-38.6pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 2.94% | 98.49%-95.6pp | 419.75%-416.8pp | 551.28%-548.3pp |
| Employer contribution / active EE | $1,262 | $5,289-76.1% | $4,936-74.4% | $4,663-72.9% |
| Participant deferral / active EE | $2,006 | $8,429-76.2% | $8,071-75.2% | $6,691-70.0% |
| Admin fee / account holder | $9,349 | $15,050-37.9% | $13,005-28.1% | $13,402-30.2% |