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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 | $212,386-93.6% | $199,883-93.2% | $138,895-90.2% |
| Participation rate | 38.9% | 87.4%-48.5pp | 86.8%-47.9pp | 79.9%-41.0pp |
| Annual return | 7.78% | 47.75%-40.0pp | 43.81%-36.0pp | 145.39%-137.6pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $930 | $9,617-90.3% | $9,138-89.8% | $6,396-85.5% |
| Admin fee / account holder | $1,086 | $18,233-94.0% | $17,268-93.7% | $12,562-91.4% |