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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 | $9,695 | $108,922-91.1% | $100,398-90.3% | $145,978-93.4% |
| Participation rate | 27.8% | 83.0%-55.2pp | 81.5%-53.7pp | 80.3%-52.5pp |
| Annual return | 9.71% | 58.04%-48.3pp | 49.32%-39.6pp | 550.52%-540.8pp |
| Employer contribution / active EE | $1,092 | $4,426-75.3% | $3,946-72.3% | $4,662-76.6% |
| Participant deferral / active EE | $2,203 | $8,450-73.9% | $8,084-72.8% | $6,690-67.1% |
| Admin fee / account holder | $11,312 | $9,680+16.9% | $7,893+43.3% | $13,400-15.6% |