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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 | $18,527 | $80,763-77.1% | $102,412-81.9% | $74,459-75.1% |
| Participation rate | 13.3% | 65.7%-52.4pp | 74.5%-61.2pp | 67.2%-53.9pp |
| Annual return | 8.86% | 27.57%-18.7pp | 24.94%-16.1pp | 1369.70%-1360.8pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,870-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $560 | $3,862-85.5% | $5,060-88.9% | $4,350-87.1% |
| Admin fee / account holder | $1,983 | $2,371-16.4% | $8,388-76.4% | $1,945+1.9% |