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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 | $11,092 | $211,288-94.8% | $178,540-93.8% | $145,884-92.4% |
| Participation rate | 16.7% | 80.8%-64.1pp | 77.1%-60.4pp | 80.3%-63.6pp |
| Annual return | 6.05% | 30.27%-24.2pp | 27.15%-21.1pp | 551.85%-545.8pp |
| Employer contribution / active EE | $760 | $4,574-83.4% | $3,953-80.8% | $4,662-83.7% |
| Participant deferral / active EE | $760 | $6,967-89.1% | $6,281-87.9% | $6,690-88.6% |
| Admin fee / account holder | $4,456 | $12,105-63.2% | $10,424-57.2% | $13,392-66.7% |