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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 | $9,041 | $140,592-93.6% | $123,105-92.7% | $125,389-92.8% |
| Participation rate | 42.9% | 88.2%-45.3pp | 86.8%-43.9pp | 83.2%-40.3pp |
| Annual return | -7.30% | 16.80%-24.1pp | 13.22%-20.5pp | 282.24%-289.5pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $703 | $6,980-89.9% | $6,229-88.7% | $5,352-86.9% |
| Admin fee / account holder | $27,322 | $11,198+144.0% | $9,014+203.1% | $9,541+186.4% |