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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 | $12,641 | $107,666-88.3% | $102,184-87.6% | $154,746-91.8% |
| Participation rate | 47.1% | 83.7%-36.7pp | 82.6%-35.5pp | 80.7%-33.6pp |
| Annual return | 6.09% | 29.33%-23.2pp | 31.58%-25.5pp | 172.34%-166.3pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,910 | $8,719-78.1% | $8,309-77.0% | $6,730-71.6% |
| Admin fee / account holder | $11,553 | $12,943-10.7% | $11,609-0.5% | $14,365-19.6% |