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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 | $9,186 | $201,370-95.4% | $184,256-95.0% | $145,897-93.7% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 6.35% | 29.05%-22.7pp | 28.85%-22.5pp | 552.29%-545.9pp |
| Employer contribution / active EE | $1,542 | $7,024-78.0% | $6,427-76.0% | $4,663-66.9% |
| Participant deferral / active EE | $2,048 | $9,808-79.1% | $9,133-77.6% | $6,689-69.4% |
| Admin fee / account holder | $970 | $16,364-94.1% | $13,899-93.0% | $13,390-92.8% |