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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 | $12,622 | $117,895-89.3% | $102,460-87.7% | $145,897-91.3% |
| Participation rate | 53.3% | 78.6%-25.3pp | 76.5%-23.2pp | 80.3%-27.0pp |
| Annual return | 8.18% | 31.92%-23.7pp | 29.47%-21.3pp | 552.29%-544.1pp |
| Employer contribution / active EE | $912 | $3,619-74.8% | $3,025-69.8% | $4,663-80.4% |
| Participant deferral / active EE | $1,075 | $5,736-81.3% | $5,056-78.7% | $6,689-83.9% |
| Admin fee / account holder | $1,056 | $13,353-92.1% | $9,460-88.8% | $13,390-92.1% |