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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 | $17,335 | $162,136-89.3% | $152,301-88.6% | $154,746-88.8% |
| Participation rate | 68.4% | 84.1%-15.7pp | 82.4%-14.0pp | 80.7%-12.3pp |
| Annual return | 11.01% | 91.02%-80.0pp | 80.50%-69.5pp | 172.34%-161.3pp |
| Employer contribution / active EE | $1,674 | $4,890-65.8% | $4,624-63.8% | $4,379-61.8% |
| Participant deferral / active EE | $2,290 | $8,341-72.5% | $8,004-71.4% | $6,730-66.0% |
| Admin fee / account holder | $11,401 | $15,759-27.7% | $14,398-20.8% | $14,365-20.6% |