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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 | $17,682 | $85,766-79.4% | $136,298-87.0% | $70,126-74.8% |
| Participation rate | 60.0% | 74.2%-14.2pp | 81.9%-21.9pp | 69.5%-9.5pp |
| Annual return | 12.29% | 31.46%-19.2pp | 5156.27%-5144.0pp | 73.15%-60.9pp |
| Employer contribution / active EE | $688 | $2,966-76.8% | $4,696-85.4% | $2,343-70.6% |
| Participant deferral / active EE | $1,559 | $5,051-69.1% | $6,247-75.0% | $3,332-53.2% |
| Admin fee / account holder | $1,109 | $5,421-79.5% | $9,244-88.0% | $4,645-76.1% |