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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 | $28,567 | $197,603-85.5% | $177,827-83.9% | $158,950-82.0% |
| Participation rate | 42.9% | 88.5%-45.7pp | 87.7%-44.9pp | 82.0%-39.1pp |
| Annual return | 6.61% | 58.76%-52.1pp | 48.32%-41.7pp | 302.91%-296.3pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $65 | $8,404-99.2% | $7,713-99.2% | $5,983-98.9% |
| Admin fee / account holder | $5,548 | $15,402-64.0% | $12,429-55.4% | $11,248-50.7% |