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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 | $29,506 | $202,345-85.4% | $172,755-82.9% | $152,885-80.7% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | -0.31% | 1029.77%-1030.1pp | 802.94%-803.3pp | 345.39%-345.7pp |
| Employer contribution / active EE | $1,551 | $5,858-73.5% | $5,144-69.9% | $4,763-67.4% |
| Participant deferral / active EE | $1,917 | $5,948-67.8% | $5,198-63.1% | $5,851-67.2% |
| Admin fee / account holder | $17,172 | $17,111+0.4% | $13,955+23.1% | $11,598+48.1% |