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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 | $6,064 | $167,353-96.4% | $143,797-95.8% | $134,545-95.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -500.72% | 0.48%-501.2pp | -0.04%-500.7pp | 418.37%-919.1pp |
| Employer contribution / active EE | $6,230 | $5,620+10.8% | $4,952+25.8% | $4,742+31.4% |
| Participant deferral / active EE | $957 | $6,447-85.2% | $5,638-83.0% | $6,401-85.1% |
| Admin fee / account holder | $390 | $18,096-97.8% | $14,679-97.3% | $11,431-96.6% |