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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 | $15,611 | $93,598-83.3% | $135,974-88.5% | $75,173-79.2% |
| Participation rate | 48.3% | 75.2%-26.9pp | 81.9%-33.6pp | 67.2%-18.9pp |
| Annual return | 10.88% | 30.89%-20.0pp | 68.30%-57.4pp | 160.72%-149.8pp |
| Employer contribution / active EE | $1,207 | $3,538-65.9% | $4,859-75.1% | $2,671-54.8% |
| Participant deferral / active EE | $1,634 | $6,405-74.5% | $7,760-78.9% | $4,126-60.4% |
| Admin fee / account holder | $7,597 | $6,978+8.9% | $10,767-29.4% | $5,651+34.5% |