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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 | $18,037 | $102,393-82.4% | $147,041-87.7% | $80,911-77.7% |
| Participation rate | 42.5% | 75.9%-33.4pp | 82.2%-39.7pp | 67.6%-25.1pp |
| Annual return | 10.43% | 134.95%-124.5pp | 419.21%-408.8pp | 35.63%-25.2pp |
| Employer contribution / active EE | $1,212 | $3,715-67.4% | $4,935-75.4% | $2,756-56.0% |
| Participant deferral / active EE | $2,502 | $6,647-62.4% | $8,071-69.0% | $4,297-41.8% |
| Admin fee / account holder | $1,785 | $7,943-77.5% | $13,006-86.3% | $6,935-74.3% |