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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 | $11,112 | $228,352-95.1% | $185,835-94.0% | $158,966-93.0% |
| Participation rate | 42.9% | 82.3%-39.5pp | 78.0%-35.2pp | 82.0%-39.1pp |
| Annual return | -2.48% | 40.81%-43.3pp | 35.96%-38.4pp | 302.95%-305.4pp |
| Employer contribution / active EE | $1,383 | $4,967-72.1% | $4,087-66.2% | $4,762-71.0% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,852 | $11,867-59.1% | $9,502-48.9% | $11,250-56.9% |