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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 | $8,314 | $254,759-96.7% | $216,567-96.2% | $198,609-95.8% |
| Participation rate | 50.0% | 84.5%-34.5pp | 81.6%-31.6pp | 82.4%-32.4pp |
| Annual return | -0.06% | 10.04%-10.1pp | 12.94%-13.0pp | 202.70%-202.8pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $137 | $6,948-98.0% | $6,191-97.8% | $6,977-98.0% |
| Admin fee / account holder | $1,986 | $26,311-92.5% | $21,981-91.0% | $19,030-89.6% |