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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 | $14,565 | $78,483-81.4% | $106,201-86.3% | $74,546-80.5% |
| Participation rate | 57.7% | 72.8%-15.1pp | 75.3%-17.6pp | 67.2%-9.5pp |
| Annual return | 10.23% | 15.94%-5.7pp | 116.26%-106.0pp | 1366.03%-1355.8pp |
| Employer contribution / active EE | $781 | $2,522-69.0% | $3,170-75.4% | $2,624-70.3% |
| Participant deferral / active EE | $1,858 | $4,320-57.0% | $5,012-62.9% | $4,347-57.3% |
| Admin fee / account holder | $3,024 | $2,236+35.3% | $11,039-72.6% | $1,944+55.6% |