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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 | $21,772 | $165,381-86.8% | $149,730-85.5% | $158,966-86.3% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 3.72% | 348.29%-344.6pp | 276.70%-273.0pp | 302.95%-299.2pp |
| Employer contribution / active EE | $1,357 | $5,104-73.4% | $4,645-70.8% | $4,762-71.5% |
| Participant deferral / active EE | $1,696 | $7,182-76.4% | $6,843-75.2% | $5,983-71.6% |
| Admin fee / account holder | $321 | $10,809-97.0% | $9,310-96.6% | $11,250-97.2% |