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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 | $937 | $166,242-99.4% | $165,071-99.4% | $145,884-99.4% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-22.0pp |
| Annual return | 8.18% | 100.44%-92.3pp | 70.17%-62.0pp | 551.85%-543.7pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $827 | $6,964-88.1% | $6,035-86.3% | $6,690-87.6% |
| Admin fee / account holder | $2,079 | $16,658-87.5% | $12,695-83.6% | $13,392-84.5% |