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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 | $2,242 | $209,336-98.9% | $197,124-98.9% | $137,256-98.4% |
| Participation rate | 14.3% | 87.3%-73.0pp | 86.7%-72.4pp | 80.0%-65.7pp |
| Annual return | 9.72% | 48.09%-38.4pp | 44.34%-34.6pp | 220.34%-210.6pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $76 | $9,614-99.2% | $9,135-99.2% | $6,407-98.8% |
| Admin fee / account holder | $3,043 | $17,308-82.4% | $16,298-81.3% | $12,270-75.2% |