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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 | $28,034 | $95,453-70.6% | $112,040-75.0% | $82,448-66.0% |
| Participation rate | 65.2% | 72.8%-7.5pp | 76.5%-11.3pp | 68.1%-2.9pp |
| Annual return | 7.96% | 23.92%-16.0pp | 24.52%-16.6pp | 41.64%-33.7pp |
| Employer contribution / active EE | $1,230 | $2,318-46.9% | $2,954-58.4% | $2,551-51.8% |
| Participant deferral / active EE | $1,895 | $4,224-55.1% | $5,098-62.8% | $4,139-54.2% |
| Admin fee / account holder | $3,299 | $9,013-63.4% | $12,098-72.7% | $7,234-54.4% |