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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 | $18,503 | $105,210-82.4% | $159,487-88.4% | $85,851-78.4% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.8%-16.2pp | 69.3%-2.7pp |
| Annual return | 10.35% | 45.08%-34.7pp | 263.71%-253.4pp | 318.63%-308.3pp |
| Employer contribution / active EE | $1,122 | $3,319-66.2% | $4,831-76.8% | $2,565-56.3% |
| Participant deferral / active EE | $241 | $5,946-96.0% | $7,354-96.7% | $3,952-93.9% |
| Admin fee / account holder | $866 | $6,934-87.5% | $10,804-92.0% | $6,261-86.2% |