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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 | $2,709 | $174,379-98.4% | $152,093-98.2% | $138,895-98.0% |
| Participation rate | 5.0% | 81.6%-76.6pp | 77.8%-72.8pp | 79.9%-74.9pp |
| Annual return | 5.75% | 74.86%-69.1pp | 66.36%-60.6pp | 145.39%-139.6pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $41 | $6,159-99.3% | $5,451-99.3% | $6,396-99.4% |
| Admin fee / account holder | $4,698 | $16,880-72.2% | $14,497-67.6% | $12,562-62.6% |