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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 | $15,222 | $154,228-90.1% | $145,433-89.5% | $137,256-88.9% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 0.09% | 74.59%-74.5pp | 66.58%-66.5pp | 220.34%-220.2pp |
| Employer contribution / active EE | $1,560 | $4,804-67.5% | $4,554-65.8% | $4,156-62.5% |
| Participant deferral / active EE | $1,687 | $8,216-79.5% | $7,897-78.6% | $6,407-73.7% |
| Admin fee / account holder | $40,489 | $14,344+182.3% | $13,129+208.4% | $12,270+230.0% |