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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 | $14,933 | $165,399-91.0% | $149,745-90.0% | $158,982-90.6% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 6.99% | 348.34%-341.3pp | 276.72%-269.7pp | 302.99%-296.0pp |
| Employer contribution / active EE | $1,137 | $5,105-77.7% | $4,646-75.5% | $4,763-76.1% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $11,123 | $10,811+2.9% | $9,312+19.4% | $11,252-1.1% |