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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 | $29,894 | $91,559-67.3% | $133,971-77.7% | $79,852-62.6% |
| Participation rate | 36.8% | 73.3%-36.5pp | 79.8%-43.0pp | 69.6%-32.8pp |
| Annual return | -5.59% | 61.85%-67.4pp | 45.09%-50.7pp | 31.72%-37.3pp |
| Employer contribution / active EE | $844 | $2,384-64.6% | $3,919-78.5% | $2,471-65.8% |
| Participant deferral / active EE | $1,604 | $3,734-57.0% | $5,047-68.2% | $3,740-57.1% |
| Admin fee / account holder | $4,564 | $6,321-27.8% | $8,929-48.9% | $5,306-14.0% |