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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 | $16,707 | $88,672-81.2% | $105,223-84.1% | $82,448-79.7% |
| Participation rate | 27.0% | 67.9%-40.9pp | 75.0%-48.0pp | 68.1%-41.0pp |
| Annual return | 11.08% | 30.86%-19.8pp | 180.65%-169.6pp | 41.64%-30.6pp |
| Employer contribution / active EE | $1,683 | $3,048-44.8% | $3,689-54.4% | $2,551-34.0% |
| Participant deferral / active EE | $315 | $4,036-92.2% | $5,072-93.8% | $4,139-92.4% |
| Admin fee / account holder | $5,952 | $7,146-16.7% | $8,859-32.8% | $7,234-17.7% |