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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 | $223,823-92.0% | $211,142-91.6% | $154,746-88.5% |
| Participation rate | 23.8% | 87.9%-64.0pp | 87.3%-63.5pp | 80.7%-56.9pp |
| Annual return | 8.57% | 50.39%-41.8pp | 46.84%-38.3pp | 172.34%-163.8pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,108 | $9,750-88.6% | $9,284-88.1% | $6,730-83.5% |
| Admin fee / account holder | $16,081 | $19,707-18.4% | $19,076-15.7% | $14,365+11.9% |