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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 | $13,960 | $77,523-82.0% | $100,383-86.1% | $80,874-82.7% |
| Participation rate | 55.2% | 77.0%-21.8pp | 81.5%-26.3pp | 67.6%-12.5pp |
| Annual return | 6.05% | 37.21%-31.2pp | 49.26%-43.2pp | 35.62%-29.6pp |
| Employer contribution / active EE | $3,575 | $2,801+27.6% | $3,944-9.4% | $2,756+29.7% |
| Participant deferral / active EE | $1,189 | $6,822-82.6% | $8,086-85.3% | $4,297-72.3% |
| Admin fee / account holder | $2,786 | $5,899-52.8% | $7,900-64.7% | $6,935-59.8% |