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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 | $9,842 | $184,014-94.7% | $161,149-93.9% | $138,895-92.9% |
| Participation rate | 45.5% | 82.1%-36.6pp | 78.8%-33.4pp | 79.9%-34.5pp |
| Annual return | 3.78% | 21.52%-17.7pp | 21.16%-17.4pp | 145.39%-141.6pp |
| Employer contribution / active EE | $1,364 | $5,055-73.0% | $4,360-68.7% | $4,194-67.5% |
| Participant deferral / active EE | $892 | $6,909-87.1% | $6,153-85.5% | $6,396-86.0% |
| Admin fee / account holder | $11,973 | $18,027-33.6% | $15,194-21.2% | $12,562-4.7% |