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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 | $227,291-91.2% | $214,702-90.7% | $155,188-87.1% |
| Participation rate | 44.4% | 88.0%-43.5pp | 87.5%-43.0pp | 80.8%-36.4pp |
| Annual return | 8.15% | 60.08%-51.9pp | 54.55%-46.4pp | 148.84%-140.7pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,409 | $9,582-85.3% | $9,147-84.6% | $6,531-78.4% |
| Admin fee / account holder | $330 | $20,413-98.4% | $19,830-98.3% | $14,480-97.7% |