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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 | $16,393 | $85,766-80.9% | $136,298-88.0% | $70,126-76.6% |
| Participation rate | 47.5% | 74.2%-26.6pp | 81.9%-34.4pp | 69.5%-22.0pp |
| Annual return | 13.72% | 31.46%-17.7pp | 5156.27%-5142.5pp | 73.15%-59.4pp |
| Employer contribution / active EE | $535 | $2,966-82.0% | $4,696-88.6% | $2,343-77.2% |
| Participant deferral / active EE | $1,512 | $5,051-70.1% | $6,247-75.8% | $3,332-54.6% |
| Admin fee / account holder | $631 | $5,421-88.4% | $9,244-93.2% | $4,645-86.4% |