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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 | $13,860 | $178,174-92.2% | $156,181-91.1% | $137,256-89.9% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.8%-41.3pp | 80.0%-42.5pp |
| Annual return | 9.56% | 84.19%-74.6pp | 64.87%-55.3pp | 220.34%-210.8pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $825 | $6,888-88.0% | $6,132-86.5% | $6,407-87.1% |
| Admin fee / account holder | $7,615 | $17,404-56.2% | $14,586-47.8% | $12,270-37.9% |