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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 | $223,823-92.6% | $211,142-92.1% | $154,746-89.2% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 3.66% | 50.39%-46.7pp | 46.84%-43.2pp | 172.34%-168.7pp |
| Employer contribution / active EE | $1,998 | $6,787-70.6% | $6,442-69.0% | $4,379-54.4% |
| Participant deferral / active EE | $2,497 | $9,750-74.4% | $9,284-73.1% | $6,730-62.9% |
| Admin fee / account holder | $11,650 | $19,707-40.9% | $19,076-38.9% | $14,365-18.9% |