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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 | $16,667 | $209,336-92.0% | $197,124-91.5% | $137,256-87.9% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 3.66% | 48.09%-44.4pp | 44.34%-40.7pp | 220.34%-216.7pp |
| Employer contribution / active EE | $1,998 | $6,591-69.7% | $6,227-67.9% | $4,156-51.9% |
| Participant deferral / active EE | $2,497 | $9,614-74.0% | $9,135-72.7% | $6,407-61.0% |
| Admin fee / account holder | $11,650 | $17,308-32.7% | $16,298-28.5% | $12,270-5.1% |