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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 | $223,823-91.0% | $211,142-90.5% | $154,746-87.0% |
| Participation rate | 44.4% | 87.9%-43.4pp | 87.3%-42.8pp | 80.7%-36.3pp |
| Annual return | 8.15% | 50.39%-42.2pp | 46.84%-38.7pp | 172.34%-164.2pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,409 | $9,750-85.5% | $9,284-84.8% | $6,730-79.1% |
| Admin fee / account holder | $330 | $19,707-98.3% | $19,076-98.3% | $14,365-97.7% |