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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 | $156,398-90.3% | $147,318-89.7% | $138,895-89.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 0.09% | 78.75%-78.7pp | 70.43%-70.3pp | 145.39%-145.3pp |
| Employer contribution / active EE | $1,560 | $4,853-67.9% | $4,593-66.0% | $4,194-62.8% |
| Participant deferral / active EE | $1,687 | $8,237-79.5% | $7,906-78.7% | $6,396-73.6% |
| Admin fee / account holder | $40,489 | $14,976+170.4% | $13,708+195.4% | $12,562+222.3% |