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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 | $12,501 | $211,224-94.1% | $178,505-93.0% | $145,897-91.4% |
| Participation rate | 46.2% | 80.8%-34.7pp | 77.1%-31.0pp | 80.3%-34.2pp |
| Annual return | 4.49% | 30.28%-25.8pp | 27.16%-22.7pp | 552.29%-547.8pp |
| Employer contribution / active EE | $695 | $4,577-84.8% | $3,955-82.4% | $4,663-85.1% |
| Participant deferral / active EE | $1,049 | $6,966-84.9% | $6,280-83.3% | $6,689-84.3% |
| Admin fee / account holder | $3,402 | $12,109-71.9% | $10,428-67.4% | $13,390-74.6% |