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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 | $15,389 | $208,088-92.6% | $186,193-91.7% | $154,746-90.1% |
| Participation rate | 30.0% | 80.0%-50.0pp | 77.1%-47.1pp | 80.7%-50.7pp |
| Annual return | 4.13% | 89.97%-85.8pp | 78.03%-73.9pp | 172.34%-168.2pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,271 | $7,078-82.0% | $6,513-80.5% | $6,730-81.1% |
| Admin fee / account holder | $11,159 | $11,698-4.6% | $11,058+0.9% | $14,365-22.3% |