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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 | $20,591 | $201,372-89.8% | $184,260-88.8% | $145,884-85.9% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 6.75% | 29.04%-22.3pp | 28.84%-22.1pp | 551.85%-545.1pp |
| Employer contribution / active EE | $1,462 | $7,024-79.2% | $6,427-77.3% | $4,662-68.6% |
| Participant deferral / active EE | $2,618 | $9,808-73.3% | $9,133-71.3% | $6,690-60.9% |
| Admin fee / account holder | $8,929 | $16,362-45.4% | $13,898-35.8% | $13,392-33.3% |