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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 | $30,155 | $153,769-80.4% | $133,975-77.5% | $273,972-89.0% |
| Participation rate | 27.3% | 88.4%-61.1pp | 87.1%-59.8pp | 83.0%-55.7pp |
| Annual return | 2.71% | 36.51%-33.8pp | 29.29%-26.6pp | 41.46%-38.7pp |
| Employer contribution / active EE | $1,604 | $6,029-73.4% | $5,211-69.2% | $4,869-67.0% |
| Participant deferral / active EE | $551 | $6,958-92.1% | $6,282-91.2% | $5,287-89.6% |
| Admin fee / account holder | $1,842 | $11,765-84.3% | $9,324-80.2% | $10,133-81.8% |