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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 | $38,436 | $115,931-66.8% | $185,441-79.3% | $86,983-55.8% |
| Participation rate | 66.7% | 73.6%-7.0pp | 80.3%-13.6pp | 69.5%-2.9pp |
| Annual return | 8.97% | 21.47%-12.5pp | 20.16%-11.2pp | 25.83%-16.9pp |
| Employer contribution / active EE | $1,300 | $2,937-55.7% | $4,672-72.2% | $2,584-49.7% |
| Participant deferral / active EE | $1,901 | $4,551-58.2% | $6,152-69.1% | $4,194-54.7% |
| Admin fee / account holder | $2,893 | $10,687-72.9% | $17,890-83.8% | $7,856-63.2% |