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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 | $9,617 | $165,381-94.2% | $149,730-93.6% | $158,966-94.0% |
| Participation rate | 23.5% | 84.6%-61.0pp | 82.5%-59.0pp | 82.0%-58.4pp |
| Annual return | 7.53% | 348.29%-340.8pp | 276.70%-269.2pp | 302.95%-295.4pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $971 | $7,182-86.5% | $6,843-85.8% | $5,983-83.8% |
| Admin fee / account holder | $1,412 | $10,809-86.9% | $9,310-84.8% | $11,250-87.5% |