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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 | $13,888 | $135,956-89.8% | $123,894-88.8% | $273,972-94.9% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 0.34% | 56.63%-56.3pp | 47.52%-47.2pp | 41.46%-41.1pp |
| Employer contribution / active EE | $924 | $5,170-82.1% | $4,617-80.0% | $4,869-81.0% |
| Participant deferral / active EE | $1,910 | $6,343-69.9% | $5,984-68.1% | $5,287-63.9% |
| Admin fee / account holder | $418 | $9,817-95.7% | $8,357-95.0% | $10,133-95.9% |