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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 | $24,875 | $79,223-68.6% | $102,460-75.7% | $74,478-66.6% |
| Participation rate | 48.5% | 74.8%-26.3pp | 76.5%-28.0pp | 67.2%-18.7pp |
| Annual return | 10.89% | 54.98%-44.1pp | 29.47%-18.6pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $954 | $2,363-59.6% | $3,025-68.5% | $2,626-63.7% |
| Participant deferral / active EE | $1,456 | $4,417-67.0% | $5,056-71.2% | $4,350-66.5% |
| Admin fee / account holder | $2,200 | $2,003+9.9% | $9,460-76.7% | $1,946+13.1% |