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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 | $18,905 | $76,551-75.3% | $123,894-84.7% | $62,881-69.9% |
| Participation rate | 48.0% | 73.0%-25.0pp | 81.4%-33.4pp | 69.3%-21.3pp |
| Annual return | 5.11% | 18.68%-13.6pp | 47.52%-42.4pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,485 | $2,882-48.5% | $4,617-67.8% | $2,281-34.9% |
| Participant deferral / active EE | $1,769 | $4,840-63.4% | $5,984-70.4% | $3,203-44.8% |
| Admin fee / account holder | $1,335 | $4,826-72.3% | $8,357-84.0% | $4,296-68.9% |