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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 | $28,914 | $91,559-68.4% | $133,971-78.4% | $79,852-63.8% |
| Participation rate | 45.0% | 73.3%-28.3pp | 79.8%-34.8pp | 69.6%-24.6pp |
| Annual return | 6.41% | 61.85%-55.4pp | 45.09%-38.7pp | 31.72%-25.3pp |
| Employer contribution / active EE | $643 | $2,384-73.0% | $3,919-83.6% | $2,471-74.0% |
| Participant deferral / active EE | $852 | $3,734-77.2% | $5,047-83.1% | $3,740-77.2% |
| Admin fee / account holder | $6,933 | $6,321+9.7% | $8,929-22.4% | $5,306+30.7% |