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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 | $15,406 | $201,264-92.3% | $184,185-91.6% | $145,978-89.4% |
| Participation rate | 16.7% | 87.5%-70.8pp | 86.8%-70.2pp | 80.3%-63.6pp |
| Annual return | 8.03% | 29.00%-21.0pp | 28.81%-20.8pp | 550.52%-542.5pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,708 | $9,806-72.4% | $9,132-70.3% | $6,690-59.5% |
| Admin fee / account holder | $4,071 | $16,376-75.1% | $13,909-70.7% | $13,400-69.6% |