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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 | $14,378 | $117,895-87.8% | $102,460-86.0% | $145,897-90.1% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 5.94% | 31.92%-26.0pp | 29.47%-23.5pp | 552.29%-546.4pp |
| Employer contribution / active EE | $923 | $3,619-74.5% | $3,025-69.5% | $4,663-80.2% |
| Participant deferral / active EE | $1,592 | $5,736-72.2% | $5,056-68.5% | $6,689-76.2% |
| Admin fee / account holder | $2,288 | $13,353-82.9% | $9,460-75.8% | $13,390-82.9% |