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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 | $5,279 | $160,070-96.7% | $147,117-96.4% | $145,897-96.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 5.91% | 98.69%-92.8pp | 420.54%-414.6pp | 552.29%-546.4pp |
| Employer contribution / active EE | $1,167 | $5,285-77.9% | $4,932-76.3% | $4,663-75.0% |
| Participant deferral / active EE | $1,167 | $8,419-86.1% | $8,065-85.5% | $6,689-82.6% |
| Admin fee / account holder | $5,688 | $15,035-62.2% | $12,993-56.2% | $13,390-57.5% |