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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 | $19,440 | $88,137-77.9% | $164,975-88.2% | $74,429-73.9% |
| Participation rate | 48.4% | 73.1%-24.7pp | 78.6%-30.2pp | 67.2%-18.8pp |
| Annual return | 10.82% | 17.13%-6.3pp | 70.12%-59.3pp | 1368.38%-1357.6pp |
| Employer contribution / active EE | $804 | $2,597-69.0% | $4,343-81.5% | $2,625-69.4% |
| Participant deferral / active EE | $1,665 | $4,501-63.0% | $6,033-72.4% | $4,348-61.7% |
| Admin fee / account holder | $4,528 | $2,231+102.9% | $12,688-64.3% | $1,944+132.9% |