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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 | $9,842 | $178,174-94.5% | $156,181-93.7% | $137,256-92.8% |
| Participation rate | 45.5% | 82.0%-36.6pp | 78.8%-33.4pp | 80.0%-34.5pp |
| Annual return | 3.78% | 84.19%-80.4pp | 64.87%-61.1pp | 220.34%-216.6pp |
| Employer contribution / active EE | $1,364 | $4,972-72.6% | $4,294-68.2% | $4,156-67.2% |
| Participant deferral / active EE | $892 | $6,888-87.0% | $6,132-85.4% | $6,407-86.1% |
| Admin fee / account holder | $11,973 | $17,404-31.2% | $14,586-17.9% | $12,270-2.4% |