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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 | $20,518 | $102,429-80.0% | $147,096-86.1% | $80,925-74.6% |
| Participation rate | 68.5% | 75.9%-7.4pp | 82.2%-13.7pp | 67.7%+0.8pp |
| Annual return | 10.81% | 135.02%-124.2pp | 419.75%-408.9pp | 35.65%-24.8pp |
| Employer contribution / active EE | $2,168 | $3,716-41.6% | $4,936-56.1% | $2,756-21.3% |
| Participant deferral / active EE | $2,464 | $6,649-62.9% | $8,071-69.5% | $4,299-42.7% |
| Admin fee / account holder | $16,555 | $7,957+108.1% | $13,005+27.3% | $6,940+138.5% |