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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 | $3,070 | $178,174-98.3% | $156,181-98.0% | $137,256-97.8% |
| Participation rate | 38.5% | 82.0%-43.6pp | 78.8%-40.4pp | 80.0%-41.5pp |
| Annual return | 10.06% | 84.19%-74.1pp | 64.87%-54.8pp | 220.34%-210.3pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $601 | $6,888-91.3% | $6,132-90.2% | $6,407-90.6% |
| Admin fee / account holder | $9,114 | $17,404-47.6% | $14,586-37.5% | $12,270-25.7% |