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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 | $20,275 | $98,240-79.4% | $82,312-75.4% | $147,586-86.3% |
| Participation rate | 46.2% | 79.7%-33.6pp | 76.9%-30.7pp | 82.8%-36.7pp |
| Annual return | 2.31% | 30.85%-28.5pp | 25.88%-23.6pp | 578.59%-576.3pp |
| Employer contribution / active EE | $649 | $3,192-79.7% | $2,428-73.3% | $4,876-86.7% |
| Participant deferral / active EE | $710 | $4,383-83.8% | $3,706-80.8% | $5,439-86.9% |
| Admin fee / account holder | $1,028 | $8,563-88.0% | $5,608-81.7% | $10,886-90.6% |