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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 | $18,627 | $166,020-88.8% | $164,866-88.7% | $145,959-87.2% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.1pp |
| Annual return | 0.36% | 100.08%-99.7pp | 69.97%-69.6pp | 561.95%-561.6pp |
| Employer contribution / active EE | $4,492 | $5,275-14.8% | $4,343+3.4% | $4,661-3.6% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,019 | $16,644-93.9% | $12,689-92.0% | $13,398-92.4% |