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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 | $78,636-81.5% | $105,607-86.2% | $74,459-80.4% |
| Participation rate | 57.7% | 72.8%-15.0pp | 75.3%-17.6pp | 67.2%-9.5pp |
| Annual return | 10.23% | 15.96%-5.7pp | 116.11%-105.9pp | 1369.70%-1359.5pp |
| Employer contribution / active EE | $781 | $2,523-69.1% | $3,167-75.4% | $2,626-70.3% |
| Participant deferral / active EE | $1,858 | $4,322-57.0% | $5,011-62.9% | $4,350-57.3% |
| Admin fee / account holder | $3,024 | $2,220+36.2% | $10,958-72.4% | $1,945+55.5% |