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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 | $10,821 | $215,361-95.0% | $171,082-93.7% | $273,972-96.1% |
| Participation rate | 9.5% | 82.0%-72.5pp | 76.7%-67.2pp | 83.0%-73.5pp |
| Annual return | -1.16% | 25.14%-26.3pp | 32.56%-33.7pp | 41.46%-42.6pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $58 | $5,543-99.0% | $4,797-98.8% | $5,287-98.9% |
| Admin fee / account holder | $20,605 | $10,846+90.0% | $8,520+141.8% | $10,133+103.3% |