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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 | $24,839 | $83,843-70.4% | $123,973-80.0% | $65,306-62.0% |
| Participation rate | 11.3% | 56.0%-44.6pp | 76.7%-65.3pp | 57.7%-46.3pp |
| Annual return | 8.82% | 19.87%-11.1pp | 388.13%-379.3pp | 21.94%-13.1pp |
| Employer contribution / active EE | $3,900 | $2,873+35.7% | $4,126-5.5% | $1,967+98.2% |
| Participant deferral / active EE | $93 | $2,997-96.9% | $5,247-98.2% | $2,959-96.9% |
| Admin fee / account holder | $21,221 | $4,735+348.1% | $11,799+79.9% | $3,480+509.8% |