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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 | $13,647 | $162,136-91.6% | $152,301-91.0% | $154,746-91.2% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 8.20% | 91.02%-82.8pp | 80.50%-72.3pp | 172.34%-164.1pp |
| Employer contribution / active EE | $1,166 | $4,890-76.2% | $4,624-74.8% | $4,379-73.4% |
| Participant deferral / active EE | $1,730 | $8,341-79.3% | $8,004-78.4% | $6,730-74.3% |
| Admin fee / account holder | $5,658 | $15,759-64.1% | $14,398-60.7% | $14,365-60.6% |