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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 | $22,076 | $80,983-72.7% | $96,544-77.1% | $75,177-70.6% |
| Participation rate | 59.1% | 71.8%-12.7pp | 76.0%-16.9pp | 67.2%-8.1pp |
| Annual return | 11.21% | 27.05%-15.8pp | 25.88%-14.7pp | 160.75%-149.5pp |
| Employer contribution / active EE | $1,076 | $2,282-52.9% | $2,966-63.7% | $2,671-59.7% |
| Participant deferral / active EE | $1,530 | $3,929-61.1% | $4,851-68.5% | $4,126-62.9% |
| Admin fee / account holder | $4,994 | $6,717-25.7% | $8,254-39.5% | $5,651-11.6% |