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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 | $12,729 | $160,040-92.0% | $147,096-91.3% | $145,877-91.3% |
| Participation rate | 36.4% | 84.0%-47.7pp | 82.2%-45.8pp | 80.3%-43.9pp |
| Annual return | 9.29% | 98.49%-89.2pp | 419.75%-410.5pp | 551.28%-542.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,916 | $8,429-77.3% | $8,071-76.3% | $6,691-71.4% |
| Admin fee / account holder | $16,129 | $15,050+7.2% | $13,005+24.0% | $13,402+20.3% |