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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 | $5,825 | $105,856-94.5% | $90,161-93.5% | $147,586-96.1% |
| Participation rate | 20.0% | 79.7%-59.7pp | 76.9%-56.9pp | 82.8%-62.8pp |
| Annual return | 9.79% | 37.63%-27.8pp | 34.89%-25.1pp | 578.59%-568.8pp |
| Employer contribution / active EE | $746 | $4,126-81.9% | $3,318-77.5% | $4,876-84.7% |
| Participant deferral / active EE | $1,242 | $5,733-78.3% | $5,287-76.5% | $5,439-77.2% |
| Admin fee / account holder | $11,077 | $8,046+37.7% | $5,943+86.4% | $10,886+1.8% |