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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 | $27,419 | $76,112-64.0% | $96,544-71.6% | $71,529-61.7% |
| Participation rate | 31.8% | 74.4%-42.6pp | 76.0%-44.2pp | 67.9%-36.2pp |
| Annual return | 12.16% | 22.80%-10.6pp | 25.88%-13.7pp | 28.97%-16.8pp |
| Employer contribution / active EE | $1,148 | $2,248-48.9% | $2,966-61.3% | $2,590-55.7% |
| Participant deferral / active EE | $1,942 | $4,217-53.9% | $4,851-60.0% | $4,291-54.7% |
| Admin fee / account holder | $15,406 | $2,708+468.8% | $8,254+86.6% | $1,588+869.8% |