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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 | $10,934 | $99,994-89.1% | $146,647-92.5% | $85,851-87.3% |
| Participation rate | 46.4% | 73.1%-26.7pp | 80.1%-33.7pp | 69.3%-22.9pp |
| Annual return | 10.45% | 18.93%-8.5pp | 22.75%-12.3pp | 318.63%-308.2pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,188 | $4,006-70.3% | $5,506-78.4% | $3,952-69.9% |
| Admin fee / account holder | $3,163 | $7,703-58.9% | $10,281-69.2% | $6,261-49.5% |