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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 | $19,872 | $197,637-89.9% | $177,848-88.8% | $158,982-87.5% |
| Participation rate | 44.4% | 88.5%-44.1pp | 87.7%-43.3pp | 82.0%-37.5pp |
| Annual return | 2.44% | 58.77%-56.3pp | 48.33%-45.9pp | 302.99%-300.5pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $807 | $8,405-90.4% | $7,714-89.5% | $5,983-86.5% |
| Admin fee / account holder | $2,350 | $15,406-84.7% | $12,431-81.1% | $11,252-79.1% |