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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 | $17,892 | $86,949-79.4% | $102,460-82.5% | $80,959-77.9% |
| Participation rate | 69.4% | 72.4%-2.9pp | 76.5%-7.1pp | 67.7%+1.8pp |
| Annual return | 10.05% | 18.89%-8.8pp | 29.47%-19.4pp | 35.67%-25.6pp |
| Employer contribution / active EE | $953 | $2,370-59.8% | $3,025-68.5% | $2,757-65.4% |
| Participant deferral / active EE | $1,527 | $4,121-62.9% | $5,056-69.8% | $4,300-64.5% |
| Admin fee / account holder | $8,310 | $8,048+3.3% | $9,460-12.2% | $6,925+20.0% |