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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 | $21,730 | $79,209-72.6% | $102,434-78.8% | $74,459-70.8% |
| Participation rate | 42.0% | 74.8%-32.8pp | 76.5%-34.5pp | 67.2%-25.3pp |
| Annual return | 9.44% | 54.98%-45.5pp | 29.46%-20.0pp | 1369.70%-1360.3pp |
| Employer contribution / active EE | $862 | $2,362-63.5% | $3,023-71.5% | $2,626-67.2% |
| Participant deferral / active EE | $1,645 | $4,417-62.8% | $5,055-67.5% | $4,350-62.2% |
| Admin fee / account holder | $5,840 | $2,002+191.7% | $9,462-38.3% | $1,945+200.3% |