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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 | $13,362 | $135,956-90.2% | $123,894-89.2% | $273,972-95.1% |
| Participation rate | 18.2% | 84.1%-65.9pp | 81.4%-63.2pp | 83.0%-64.8pp |
| Annual return | 1.74% | 56.63%-54.9pp | 47.52%-45.8pp | 41.46%-39.7pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $481 | $6,343-92.4% | $5,984-92.0% | $5,287-90.9% |
| Admin fee / account holder | $9,552 | $9,817-2.7% | $8,357+14.3% | $10,133-5.7% |