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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 | $30,221 | $223,823-86.5% | $211,142-85.7% | $154,746-80.5% |
| Participation rate | 45.8% | 87.9%-42.0pp | 87.3%-41.5pp | 80.7%-34.9pp |
| Annual return | 8.05% | 50.39%-42.3pp | 46.84%-38.8pp | 172.34%-164.3pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $669 | $9,750-93.1% | $9,284-92.8% | $6,730-90.1% |
| Admin fee / account holder | $1,790 | $19,707-90.9% | $19,076-90.6% | $14,365-87.5% |