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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 | $12,507 | $124,314-89.9% | $109,163-88.5% | $167,518-92.5% |
| Participation rate | 26.3% | 79.4%-53.1pp | 75.9%-49.6pp | 82.1%-55.8pp |
| Annual return | 7.08% | 26.04%-19.0pp | 25.75%-18.7pp | 478.71%-471.6pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $780 | $5,256-85.2% | $4,654-83.2% | $6,342-87.7% |
| Admin fee / account holder | $3,284 | $7,973-58.8% | $6,754-51.4% | $12,312-73.3% |