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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 | $17,949 | $88,672-79.8% | $105,223-82.9% | $82,448-78.2% |
| Participation rate | 42.3% | 67.9%-25.6pp | 75.0%-32.7pp | 68.1%-25.8pp |
| Annual return | 8.52% | 30.86%-22.3pp | 180.65%-172.1pp | 41.64%-33.1pp |
| Employer contribution / active EE | $872 | $3,048-71.4% | $3,689-76.4% | $2,551-65.8% |
| Participant deferral / active EE | $1,534 | $4,036-62.0% | $5,072-69.8% | $4,139-62.9% |
| Admin fee / account holder | $1,711 | $7,146-76.1% | $8,859-80.7% | $7,234-76.3% |