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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 | $45 | $175,231-100.0% | $149,696-100.0% | $139,466-100.0% |
| Participation rate | 5.9% | 83.4%-77.5pp | 78.8%-72.9pp | 80.3%-74.4pp |
| Annual return | 0.84% | 166.77%-165.9pp | 134.46%-133.6pp | 373.66%-372.8pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $111 | $6,521-98.3% | $5,682-98.0% | $6,712-98.3% |
| Admin fee / account holder | $2,073 | $16,155-87.2% | $13,212-84.3% | $11,409-81.8% |