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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 | $8,339 | $184,014-95.5% | $161,149-94.8% | $138,895-94.0% |
| Participation rate | 9.5% | 82.1%-72.6pp | 78.8%-69.3pp | 79.9%-70.4pp |
| Annual return | -1.27% | 21.52%-22.8pp | 21.16%-22.4pp | 145.39%-146.7pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $241 | $6,909-96.5% | $6,153-96.1% | $6,396-96.2% |
| Admin fee / account holder | $56,778 | $18,027+215.0% | $15,194+273.7% | $12,562+352.0% |