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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 | $9,680 | $107,944-91.0% | $91,994-89.5% | $152,885-93.7% |
| Participation rate | 33.3% | 81.2%-47.9pp | 78.6%-45.3pp | 82.5%-49.1pp |
| Annual return | 12.25% | 89.26%-77.0pp | 69.03%-56.8pp | 345.39%-333.1pp |
| Employer contribution / active EE | $601 | $4,210-85.7% | $3,452-82.6% | $4,763-87.4% |
| Participant deferral / active EE | $601 | $6,365-90.6% | $5,923-89.9% | $5,851-89.7% |
| Admin fee / account holder | $14,508 | $10,521+37.9% | $7,743+87.4% | $11,598+25.1% |