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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 | $13,597 | $209,336-93.5% | $197,124-93.1% | $137,256-90.1% |
| Participation rate | 38.9% | 87.3%-48.4pp | 86.7%-47.8pp | 80.0%-41.1pp |
| Annual return | 7.78% | 48.09%-40.3pp | 44.34%-36.6pp | 220.34%-212.6pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $930 | $9,614-90.3% | $9,135-89.8% | $6,407-85.5% |
| Admin fee / account holder | $1,086 | $17,308-93.7% | $16,298-93.3% | $12,270-91.2% |