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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 | $6,638 | $82,523-92.0% | $115,752-94.3% | $70,126-90.5% |
| Participation rate | 56.8% | 74.0%-17.2pp | 77.8%-20.9pp | 69.5%-12.7pp |
| Annual return | 7.93% | 28.22%-20.3pp | 19.41%-11.5pp | 73.15%-65.2pp |
| Employer contribution / active EE | $3,741 | $2,758+35.7% | $3,492+7.1% | $2,343+59.7% |
| Participant deferral / active EE | $1,168 | $4,062-71.3% | $5,204-77.6% | $3,332-65.0% |
| Admin fee / account holder | $16,779 | $4,552+268.6% | $6,278+167.3% | $4,645+261.2% |