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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 | $20,431 | $80,985-74.8% | $96,576-78.8% | $75,181-72.8% |
| Participation rate | 39.6% | 71.8%-32.2pp | 76.0%-36.4pp | 67.2%-27.6pp |
| Annual return | 7.65% | 27.05%-19.4pp | 25.87%-18.2pp | 160.69%-153.0pp |
| Employer contribution / active EE | $708 | $2,282-69.0% | $2,965-76.1% | $2,671-73.5% |
| Participant deferral / active EE | $1,345 | $3,929-65.8% | $4,851-72.3% | $4,126-67.4% |
| Admin fee / account holder | $8,089 | $6,719+20.4% | $8,253-2.0% | $5,650+43.2% |