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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 | $17,812 | $212,386-91.6% | $199,883-91.1% | $138,895-87.2% |
| Participation rate | 23.8% | 87.4%-63.6pp | 86.8%-63.0pp | 79.9%-56.1pp |
| Annual return | 8.57% | 47.75%-39.2pp | 43.81%-35.2pp | 145.39%-136.8pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,108 | $9,617-88.5% | $9,138-87.9% | $6,396-82.7% |
| Admin fee / account holder | $16,081 | $18,233-11.8% | $17,268-6.9% | $12,562+28.0% |