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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 | $11,589 | $81,208-85.7% | $98,920-88.3% | $79,852-85.5% |
| Participation rate | 22.5% | 72.5%-50.0pp | 76.0%-53.5pp | 69.6%-47.1pp |
| Annual return | 6.87% | 60.99%-54.1pp | 196.47%-189.6pp | 31.72%-24.8pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,407 | $3,265-56.9% | $4,245-66.9% | $3,740-62.4% |
| Admin fee / account holder | $4,536 | $6,013-24.6% | $6,643-31.7% | $5,306-14.5% |