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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 | $12,501 | $183,539-93.2% | $155,556-92.0% | $145,897-91.4% |
| Participation rate | 42.9% | 82.7%-39.9pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 8.53% | 61.31%-52.8pp | 64.84%-56.3pp | 552.29%-543.8pp |
| Employer contribution / active EE | $5,342 | $5,315+0.5% | $4,675+14.3% | $4,663+14.6% |
| Participant deferral / active EE | $893 | $6,467-86.2% | $5,631-84.1% | $6,689-86.7% |
| Admin fee / account holder | $1,250 | $19,275-93.5% | $15,885-92.1% | $13,390-90.7% |