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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 | $18,877 | $98,766-80.9% | $149,730-87.4% | $79,852-76.4% |
| Participation rate | 55.6% | 75.8%-20.2pp | 82.5%-26.9pp | 69.6%-14.1pp |
| Annual return | 11.52% | 27.43%-15.9pp | 276.70%-265.2pp | 31.72%-20.2pp |
| Employer contribution / active EE | $941 | $3,217-70.7% | $4,645-79.7% | $2,471-61.9% |
| Participant deferral / active EE | $2,308 | $5,681-59.4% | $6,843-66.3% | $3,740-38.3% |
| Admin fee / account holder | $2,508 | $6,052-58.6% | $9,310-73.1% | $5,306-52.7% |