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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 | $13,849 | $181,896-92.4% | $156,551-91.2% | $273,972-94.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | -0.32% | 30.74%-31.1pp | 32.23%-32.6pp | 41.46%-41.8pp |
| Employer contribution / active EE | $1,726 | $6,248-72.4% | $5,501-68.6% | $4,869-64.6% |
| Participant deferral / active EE | $1,757 | $5,550-68.3% | $4,871-63.9% | $5,287-66.8% |
| Admin fee / account holder | $9,639 | $15,560-38.1% | $13,028-26.0% | $10,133-4.9% |