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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 | $13,541 | $86,288-84.3% | $111,306-87.8% | $85,851-84.2% |
| Participation rate | 36.0% | 73.3%-37.3pp | 77.3%-41.3pp | 69.3%-33.3pp |
| Annual return | 9.90% | 19.99%-10.1pp | 54.67%-44.8pp | 318.63%-308.7pp |
| Employer contribution / active EE | $680 | $2,044-66.7% | $2,732-75.1% | $2,565-73.5% |
| Participant deferral / active EE | $1,106 | $3,641-69.6% | $4,488-75.4% | $3,952-72.0% |
| Admin fee / account holder | $2,324 | $8,189-71.6% | $7,966-70.8% | $6,261-62.9% |