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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 | $5,941 | $209,336-97.2% | $197,124-97.0% | $137,256-95.7% |
| Participation rate | 16.7% | 87.3%-70.6pp | 86.7%-70.0pp | 80.0%-63.3pp |
| Annual return | 5.24% | 48.09%-42.8pp | 44.34%-39.1pp | 220.34%-215.1pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $901 | $9,614-90.6% | $9,135-90.1% | $6,407-85.9% |
| Admin fee / account holder | $8,650 | $17,308-50.0% | $16,298-46.9% | $12,270-29.5% |