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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 | $1,424 | $181,062-99.2% | $158,223-99.1% | $155,188-99.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 3.93% | 57.39%-53.5pp | 52.09%-48.2pp | 148.84%-144.9pp |
| Employer contribution / active EE | $2,430 | $4,565-46.8% | $4,109-40.9% | $4,248-42.8% |
| Participant deferral / active EE | $1,396 | $6,134-77.3% | $5,467-74.5% | $6,531-78.6% |
| Admin fee / account holder | $2,641 | $18,825-86.0% | $16,047-83.5% | $14,480-81.8% |