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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 | $12,489 | $105,210-88.1% | $159,487-92.2% | $85,851-85.5% |
| Participation rate | 48.0% | 75.8%-27.8pp | 82.8%-34.8pp | 69.3%-21.3pp |
| Annual return | 12.09% | 45.08%-33.0pp | 263.71%-251.6pp | 318.63%-306.5pp |
| Employer contribution / active EE | $1,419 | $3,319-57.2% | $4,831-70.6% | $2,565-44.7% |
| Participant deferral / active EE | $1,251 | $5,946-79.0% | $7,354-83.0% | $3,952-68.4% |
| Admin fee / account holder | $3,411 | $6,934-50.8% | $10,804-68.4% | $6,261-45.5% |