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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 | $4,153 | $126,661-96.7% | $113,397-96.3% | $138,895-97.0% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.5%-43.2pp | 79.9%-46.6pp |
| Annual return | 0.22% | 25.05%-24.8pp | 23.20%-23.0pp | 145.39%-145.2pp |
| Employer contribution / active EE | $1,220 | $3,456-64.7% | $2,977-59.0% | $4,194-70.9% |
| Participant deferral / active EE | $1,480 | $5,693-74.0% | $5,076-70.8% | $6,396-76.9% |
| Admin fee / account holder | $14,751 | $14,549+1.4% | $11,957+23.4% | $12,562+17.4% |