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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 | $626 | $212,386-99.7% | $199,883-99.7% | $138,895-99.5% |
| Participation rate | 62.5% | 87.4%-24.9pp | 86.8%-24.3pp | 79.9%-17.4pp |
| Annual return | 0.55% | 47.75%-47.2pp | 43.81%-43.3pp | 145.39%-144.8pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $614 | $9,617-93.6% | $9,138-93.3% | $6,396-90.4% |
| Admin fee / account holder | $307 | $18,233-98.3% | $17,268-98.2% | $12,562-97.6% |