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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 | $20,959 | $185,856-88.7% | $170,028-87.7% | $139,456-85.0% |
| Participation rate | 56.3% | 87.8%-31.5pp | 87.0%-30.8pp | 80.3%-24.1pp |
| Annual return | 6.86% | 60.52%-53.7pp | 53.39%-46.5pp | 373.45%-366.6pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,520 | $11,623-86.9% | $10,409-85.4% | $6,711-77.4% |
| Admin fee / account holder | $9,716 | $15,387-36.9% | $12,820-24.2% | $11,407-14.8% |