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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 | $10,776 | $202,342-94.7% | $172,753-93.8% | $152,909-93.0% |
| Participation rate | 38.1% | 87.1%-49.0pp | 82.6%-44.6pp | 82.5%-44.4pp |
| Annual return | -0.23% | 1029.88%-1030.1pp | 803.00%-803.2pp | 345.46%-345.7pp |
| Employer contribution / active EE | $1,853 | $5,857-68.4% | $5,144-64.0% | $4,764-61.1% |
| Participant deferral / active EE | $405 | $5,948-93.2% | $5,198-92.2% | $5,851-93.1% |
| Admin fee / account holder | $3,152 | $17,112-81.6% | $13,956-77.4% | $11,601-72.8% |