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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 | $9,692 | $174,379-94.4% | $152,093-93.6% | $138,895-93.0% |
| Participation rate | 25.0% | 81.6%-56.6pp | 77.8%-52.8pp | 79.9%-54.9pp |
| Annual return | 2.29% | 74.86%-72.6pp | 66.36%-64.1pp | 145.39%-143.1pp |
| Employer contribution / active EE | $1,984 | $4,652-57.4% | $4,175-52.5% | $4,194-52.7% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $521,002 | $16,880+2986.5% | $14,497+3494.0% | $12,562+4047.4% |