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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 | $11,966 | $201,264-94.1% | $184,185-93.5% | $145,978-91.8% |
| Participation rate | 17.6% | 87.5%-69.9pp | 86.8%-69.2pp | 80.3%-62.6pp |
| Annual return | 8.55% | 29.00%-20.5pp | 28.81%-20.3pp | 550.52%-542.0pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $364 | $9,806-96.3% | $9,132-96.0% | $6,690-94.6% |
| Admin fee / account holder | $378 | $16,376-97.7% | $13,909-97.3% | $13,400-97.2% |