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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 | $30,731 | $95,453-67.8% | $112,040-72.6% | $82,448-62.7% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.5%-26.5pp | 68.1%-18.1pp |
| Annual return | 11.46% | 23.92%-12.5pp | 24.52%-13.1pp | 41.64%-30.2pp |
| Employer contribution / active EE | $1,663 | $2,318-28.2% | $2,954-43.7% | $2,551-34.8% |
| Participant deferral / active EE | $1,382 | $4,224-67.3% | $5,098-72.9% | $4,139-66.6% |
| Admin fee / account holder | $6,774 | $9,013-24.8% | $12,098-44.0% | $7,234-6.4% |