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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 | $183,592-93.2% | $155,567-92.0% | $145,959-91.4% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 8.53% | 61.24%-52.7pp | 64.74%-56.2pp | 561.95%-553.4pp |
| Employer contribution / active EE | $5,342 | $5,315+0.5% | $4,674+14.3% | $4,661+14.6% |
| Participant deferral / active EE | $893 | $6,464-86.2% | $5,628-84.1% | $6,689-86.7% |
| Admin fee / account holder | $1,250 | $19,318-93.5% | $15,916-92.1% | $13,398-90.7% |