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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 | $20,063 | $212,386-90.6% | $199,883-90.0% | $138,895-85.6% |
| Participation rate | 44.4% | 87.4%-42.9pp | 86.8%-42.3pp | 79.9%-35.5pp |
| Annual return | 8.15% | 47.75%-39.6pp | 43.81%-35.7pp | 145.39%-137.2pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,409 | $9,617-85.3% | $9,138-84.6% | $6,396-78.0% |
| Admin fee / account holder | $330 | $18,233-98.2% | $17,268-98.1% | $12,562-97.4% |