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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 | $9,200 | $228,352-96.0% | $185,835-95.0% | $158,966-94.2% |
| Participation rate | 20.0% | 82.3%-62.3pp | 78.0%-58.0pp | 82.0%-62.0pp |
| Annual return | 3.93% | 40.81%-36.9pp | 35.96%-32.0pp | 302.95%-299.0pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $675 | $6,416-89.5% | $5,633-88.0% | $5,983-88.7% |
| Admin fee / account holder | $17,704 | $11,867+49.2% | $9,502+86.3% | $11,250+57.4% |