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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 | $18,237 | $135,956-86.6% | $123,894-85.3% | $273,972-93.3% |
| Participation rate | 30.8% | 84.1%-53.3pp | 81.4%-50.6pp | 83.0%-52.2pp |
| Annual return | 2.67% | 56.63%-54.0pp | 47.52%-44.9pp | 41.46%-38.8pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $247 | $6,343-96.1% | $5,984-95.9% | $5,287-95.3% |
| Admin fee / account holder | $17,866 | $9,817+82.0% | $8,357+113.8% | $10,133+76.3% |