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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 | $14,801 | $85,766-82.7% | $136,298-89.1% | $70,126-78.9% |
| Participation rate | 59.2% | 74.2%-15.0pp | 81.9%-22.8pp | 69.5%-10.4pp |
| Annual return | 11.28% | 31.46%-20.2pp | 5156.27%-5145.0pp | 73.15%-61.9pp |
| Employer contribution / active EE | $1,567 | $2,966-47.2% | $4,696-66.6% | $2,343-33.1% |
| Participant deferral / active EE | $667 | $5,051-86.8% | $6,247-89.3% | $3,332-80.0% |
| Admin fee / account holder | $380 | $5,421-93.0% | $9,244-95.9% | $4,645-91.8% |