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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 | $11,431 | $86,298-86.8% | $111,308-89.7% | $85,847-86.7% |
| Participation rate | 44.4% | 73.3%-28.9pp | 77.3%-32.9pp | 69.3%-24.9pp |
| Annual return | 9.82% | 19.99%-10.2pp | 54.67%-44.8pp | 318.61%-308.8pp |
| Employer contribution / active EE | $927 | $2,044-54.6% | $2,732-66.1% | $2,565-63.9% |
| Participant deferral / active EE | $1,290 | $3,641-64.6% | $4,487-71.3% | $3,952-67.4% |
| Admin fee / account holder | $888 | $8,189-89.2% | $7,965-88.8% | $6,261-85.8% |