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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 | $12,858 | $91,198-85.9% | $178,503-92.8% | $79,856-83.9% |
| Participation rate | 45.8% | 69.2%-23.5pp | 81.9%-36.2pp | 69.6%-23.9pp |
| Annual return | 8.86% | 24.20%-15.3pp | 151.12%-142.3pp | 31.71%-22.9pp |
| Employer contribution / active EE | $1,097 | $3,257-66.3% | $5,011-78.1% | $2,471-55.6% |
| Participant deferral / active EE | $472 | $3,237-85.4% | $5,202-90.9% | $3,741-87.4% |
| Admin fee / account holder | $8,385 | $6,748+24.3% | $13,987-40.1% | $5,306+58.0% |