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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 | $8,366 | $81,457-89.7% | $103,378-91.9% | $80,911-89.7% |
| Participation rate | 51.9% | 66.8%-15.0pp | 74.5%-22.7pp | 67.6%-15.8pp |
| Annual return | 9.87% | 25.58%-15.7pp | 24.91%-15.0pp | 35.63%-25.8pp |
| Employer contribution / active EE | $4,519 | $3,107+45.4% | $3,870+16.8% | $2,756+64.0% |
| Participant deferral / active EE | $1,578 | $3,871-59.2% | $5,058-68.8% | $4,297-63.3% |
| Admin fee / account holder | $2,001 | $6,717-70.2% | $8,401-76.2% | $6,935-71.1% |