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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 | $20,508 | $76,551-73.2% | $123,894-83.4% | $62,881-67.4% |
| Participation rate | 37.0% | 73.0%-35.9pp | 81.4%-44.4pp | 69.3%-32.3pp |
| Annual return | 3.68% | 18.68%-15.0pp | 47.52%-43.8pp | 20.14%-16.5pp |
| Employer contribution / active EE | $1,399 | $2,882-51.5% | $4,617-69.7% | $2,281-38.7% |
| Participant deferral / active EE | $1,659 | $4,840-65.7% | $5,984-72.3% | $3,203-48.2% |
| Admin fee / account holder | $1,183 | $4,826-75.5% | $8,357-85.8% | $4,296-72.5% |