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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 | $184,014-92.5% | $161,149-91.4% | $138,895-90.0% |
| Participation rate | 37.5% | 82.1%-44.6pp | 78.8%-41.3pp | 79.9%-42.4pp |
| Annual return | 9.56% | 21.52%-12.0pp | 21.16%-11.6pp | 145.39%-135.8pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $825 | $6,909-88.1% | $6,153-86.6% | $6,396-87.1% |
| Admin fee / account holder | $7,615 | $18,027-57.8% | $15,194-49.9% | $12,562-39.4% |