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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 | $19,247 | $127,386-84.9% | $115,037-83.3% | $125,388-84.7% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -5.72% | 31.28%-37.0pp | 26.14%-31.9pp | 282.24%-288.0pp |
| Employer contribution / active EE | $1,118 | $5,166-78.4% | $4,608-75.7% | $4,866-77.0% |
| Participant deferral / active EE | $1,118 | $6,423-82.6% | $6,026-81.5% | $5,352-79.1% |
| Admin fee / account holder | $7,932 | $9,516-16.7% | $8,175-3.0% | $9,541-16.9% |