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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 | $18,675 | $139,948-86.7% | $121,663-84.6% | $154,746-87.9% |
| Participation rate | 26.1% | 78.0%-51.9pp | 74.5%-48.4pp | 80.7%-54.6pp |
| Annual return | 2.17% | 230.52%-228.3pp | 147.54%-145.4pp | 172.34%-170.2pp |
| Employer contribution / active EE | $1,023 | $3,521-70.9% | $3,020-66.1% | $4,379-76.6% |
| Participant deferral / active EE | $1,063 | $5,629-81.1% | $4,887-78.2% | $6,730-84.2% |
| Admin fee / account holder | $171,118 | $17,321+887.9% | $14,289+1097.5% | $14,365+1091.2% |