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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 | $14,058 | $154,228-90.9% | $145,433-90.3% | $137,256-89.8% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 6.46% | 74.59%-68.1pp | 66.58%-60.1pp | 220.34%-213.9pp |
| Employer contribution / active EE | $1,371 | $4,804-71.5% | $4,554-69.9% | $4,156-67.0% |
| Participant deferral / active EE | $1,728 | $8,216-79.0% | $7,897-78.1% | $6,407-73.0% |
| Admin fee / account holder | $7,345 | $14,344-48.8% | $13,129-44.1% | $12,270-40.1% |