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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 | $16,637 | $65,566-74.6% | $86,235-80.7% | $75,177-77.9% |
| Participation rate | 67.4% | 60.5%+7.0pp | 69.0%-1.5pp | 67.2%+0.2pp |
| Annual return | 1.78% | 46.07%-44.3pp | 1170.03%-1168.3pp | 160.75%-159.0pp |
| Employer contribution / active EE | $506 | $1,553-67.4% | $2,381-78.8% | $2,671-81.1% |
| Participant deferral / active EE | $907 | $3,023-70.0% | $3,987-77.3% | $4,126-78.0% |
| Admin fee / account holder | $1,705 | $5,470-68.8% | $6,856-75.1% | $5,651-69.8% |