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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 | $14,563 | $149,679-90.3% | $117,039-87.6% | $147,585-90.1% |
| Participation rate | 66.7% | 83.5%-16.8pp | 77.2%-10.5pp | 82.8%-16.2pp |
| Annual return | 7.90% | 19.31%-11.4pp | 18.95%-11.0pp | 578.58%-570.7pp |
| Employer contribution / active EE | $2,545 | $4,937-48.5% | $3,785-32.8% | $4,876-47.8% |
| Participant deferral / active EE | $798 | $4,912-83.8% | $3,929-79.7% | $5,439-85.3% |
| Admin fee / account holder | $1,181 | $7,856-85.0% | $5,974-80.2% | $10,886-89.1% |