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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 | $14,925 | $117,859-87.3% | $102,438-85.4% | $145,959-89.8% |
| Participation rate | 45.5% | 78.6%-33.1pp | 76.5%-31.0pp | 80.3%-34.8pp |
| Annual return | 6.79% | 31.72%-24.9pp | 29.37%-22.6pp | 561.95%-555.2pp |
| Employer contribution / active EE | $1,023 | $3,615-71.7% | $3,024-66.2% | $4,661-78.1% |
| Participant deferral / active EE | $1,481 | $5,732-74.2% | $5,054-70.7% | $6,689-77.9% |
| Admin fee / account holder | $8,104 | $13,318-39.1% | $9,448-14.2% | $13,398-39.5% |