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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 | $9,122 | $210,908-95.7% | $153,643-94.1% | $145,884-93.7% |
| Participation rate | 20.0% | 82.1%-62.1pp | 77.1%-57.1pp | 80.3%-60.3pp |
| Annual return | 7.30% | 13.46%-6.2pp | 15.71%-8.4pp | 551.85%-544.5pp |
| Employer contribution / active EE | $1,552 | $6,055-74.4% | $5,039-69.2% | $4,662-66.7% |
| Participant deferral / active EE | $1,925 | $7,976-75.9% | $6,754-71.5% | $6,690-71.2% |
| Admin fee / account holder | $51,620 | $19,477+165.0% | $12,739+305.2% | $13,392+285.5% |