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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 | $13,348 | $148,582-91.0% | $135,942-90.2% | $139,456-90.4% |
| Participation rate | 20.0% | 83.9%-63.9pp | 81.9%-61.9pp | 80.3%-60.3pp |
| Annual return | 10.28% | 79.26%-69.0pp | 68.28%-58.0pp | 373.45%-363.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $73 | $8,101-99.1% | $7,759-99.1% | $6,711-98.9% |
| Admin fee / account holder | $5,079 | $12,402-59.1% | $10,764-52.8% | $11,407-55.5% |