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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 | $29,929 | $88,186-66.1% | $165,071-81.9% | $74,459-59.8% |
| Participation rate | 42.2% | 73.1%-30.9pp | 78.6%-36.4pp | 67.2%-25.0pp |
| Annual return | 7.30% | 17.13%-9.8pp | 70.17%-62.9pp | 1369.70%-1362.4pp |
| Employer contribution / active EE | $1,172 | $2,600-54.9% | $4,347-73.0% | $2,626-55.4% |
| Participant deferral / active EE | $2,133 | $4,505-52.7% | $6,035-64.7% | $4,350-51.0% |
| Admin fee / account holder | $730 | $2,234-67.3% | $12,695-94.2% | $1,945-62.4% |