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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 | $9,055 | $81,233-88.9% | $155,567-94.2% | $80,874-88.8% |
| Participation rate | 62.8% | 66.2%-3.4pp | 78.2%-15.4pp | 67.6%-4.9pp |
| Annual return | 10.18% | 33.33%-23.2pp | 64.74%-54.6pp | 35.62%-25.4pp |
| Employer contribution / active EE | $1,094 | $3,101-64.7% | $4,674-76.6% | $2,756-60.3% |
| Participant deferral / active EE | $899 | $3,452-74.0% | $5,628-84.0% | $4,297-79.1% |
| Admin fee / account holder | $1,825 | $7,998-77.2% | $15,916-88.5% | $6,935-73.7% |