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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 | $185,312-98.5% | $161,489-98.3% | $154,746-98.2% |
| Participation rate | 5.0% | 82.5%-77.5pp | 78.7%-73.7pp | 80.7%-75.7pp |
| Annual return | 5.75% | 103.84%-98.1pp | 89.72%-84.0pp | 172.34%-166.6pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $41 | $6,350-99.4% | $5,630-99.3% | $6,730-99.4% |
| Admin fee / account holder | $4,698 | $18,654-74.8% | $16,006-70.6% | $14,365-67.3% |