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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 | $25,527 | $99,957-74.5% | $149,745-83.0% | $73,497-65.3% |
| Participation rate | 14.9% | 75.7%-60.8pp | 82.5%-67.6pp | 70.7%-55.8pp |
| Annual return | 12.26% | 53.87%-41.6pp | 276.72%-264.5pp | 28.51%-16.3pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,646-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $589 | $6,073-90.3% | $6,843-91.4% | $3,740-84.2% |
| Admin fee / account holder | $518 | $551-6.0% | $9,312-94.4% | $513+0.9% |