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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 | $12,476 | $110,212-88.7% | $96,534-87.1% | $139,466-91.1% |
| Participation rate | 55.6% | 78.1%-22.6pp | 76.0%-20.4pp | 80.3%-24.8pp |
| Annual return | 9.56% | 26.42%-16.9pp | 25.88%-16.3pp | 373.66%-364.1pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $279 | $5,547-95.0% | $4,851-94.2% | $6,712-95.8% |
| Admin fee / account holder | $1,457 | $11,599-87.4% | $8,253-82.3% | $11,409-87.2% |