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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 | $24,724 | $108,825-77.3% | $156,181-84.2% | $82,448-70.0% |
| Participation rate | 46.4% | 72.4%-25.9pp | 78.8%-32.4pp | 68.1%-21.6pp |
| Annual return | 11.30% | 20.59%-9.3pp | 64.87%-53.6pp | 41.64%-30.3pp |
| Employer contribution / active EE | $885 | $2,870-69.1% | $4,294-79.4% | $2,551-65.3% |
| Participant deferral / active EE | $1,175 | $4,577-74.3% | $6,132-80.8% | $4,139-71.6% |
| Admin fee / account holder | $46,464 | $9,341+397.4% | $14,586+218.5% | $7,234+542.3% |