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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 | $15,761 | $85,766-81.6% | $136,298-88.4% | $70,126-77.5% |
| Participation rate | 39.0% | 74.2%-35.1pp | 81.9%-42.9pp | 69.5%-30.5pp |
| Annual return | 14.10% | 31.46%-17.4pp | 5156.27%-5142.2pp | 73.15%-59.0pp |
| Employer contribution / active EE | $733 | $2,966-75.3% | $4,696-84.4% | $2,343-68.7% |
| Participant deferral / active EE | $976 | $5,051-80.7% | $6,247-84.4% | $3,332-70.7% |
| Admin fee / account holder | $2,915 | $5,421-46.2% | $9,244-68.5% | $4,645-37.3% |