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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 | $10,581 | $160,070-93.4% | $147,117-92.8% | $145,897-92.7% |
| Participation rate | 13.3% | 84.0%-70.7pp | 82.2%-68.9pp | 80.3%-67.0pp |
| Annual return | 9.09% | 98.69%-89.6pp | 420.54%-411.5pp | 552.29%-543.2pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,269 | $8,419-84.9% | $8,065-84.3% | $6,689-81.0% |
| Admin fee / account holder | $6,359 | $15,035-57.7% | $12,993-51.1% | $13,390-52.5% |