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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 | $23,751 | $144,130-83.5% | $117,861-79.8% | $147,586-83.9% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 8.60% | 531.20%-522.6pp | 335.11%-326.5pp | 578.59%-570.0pp |
| Employer contribution / active EE | $1,080 | $4,897-78.0% | $3,786-71.5% | $4,876-77.9% |
| Participant deferral / active EE | $1,291 | $5,316-75.7% | $4,482-71.2% | $5,439-76.3% |
| Admin fee / account holder | $934 | $10,887-91.4% | $8,021-88.4% | $10,886-91.4% |