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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 | $23,062 | $79,045-70.8% | $100,378-77.0% | $74,429-69.0% |
| Participation rate | 35.3% | 79.4%-44.1pp | 81.5%-46.2pp | 67.2%-31.9pp |
| Annual return | 10.38% | 20.61%-10.2pp | 49.41%-39.0pp | 1368.38%-1358.0pp |
| Employer contribution / active EE | $979 | $3,015-67.5% | $3,942-75.2% | $2,625-62.7% |
| Participant deferral / active EE | $1,506 | $7,751-80.6% | $8,087-81.4% | $4,348-65.4% |
| Admin fee / account holder | $7,620 | $1,335+470.8% | $7,899-3.5% | $1,944+291.9% |