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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 | $162,136-91.3% | $152,301-90.8% | $154,746-90.9% |
| Participation rate | 63.6% | 84.1%-20.5pp | 82.4%-18.8pp | 80.7%-17.1pp |
| Annual return | 6.46% | 91.02%-84.6pp | 80.50%-74.0pp | 172.34%-165.9pp |
| Employer contribution / active EE | $1,371 | $4,890-72.0% | $4,624-70.4% | $4,379-68.7% |
| Participant deferral / active EE | $1,728 | $8,341-79.3% | $8,004-78.4% | $6,730-74.3% |
| Admin fee / account holder | $7,345 | $15,759-53.4% | $14,398-49.0% | $14,365-48.9% |