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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 | $12,857 | $211,224-93.9% | $178,505-92.8% | $145,897-91.2% |
| Participation rate | 20.0% | 80.8%-60.8pp | 77.1%-57.1pp | 80.3%-60.3pp |
| Annual return | 6.21% | 30.28%-24.1pp | 27.16%-20.9pp | 552.29%-546.1pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $245 | $6,966-96.5% | $6,280-96.1% | $6,689-96.3% |
| Admin fee / account holder | $6,065 | $12,109-49.9% | $10,428-41.8% | $13,390-54.7% |