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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 | $7,104 | $108,897-93.5% | $100,378-92.9% | $145,877-95.1% |
| Participation rate | 26.1% | 83.0%-56.9pp | 81.5%-55.4pp | 80.3%-54.2pp |
| Annual return | 10.04% | 58.17%-48.1pp | 49.41%-39.4pp | 551.28%-541.2pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $895 | $8,455-89.4% | $8,087-88.9% | $6,691-86.6% |
| Admin fee / account holder | $7,326 | $9,690-24.4% | $7,899-7.3% | $13,402-45.3% |