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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 | $26,897 | $101,950-73.6% | $125,529-78.6% | $86,983-69.1% |
| Participation rate | 56.9% | 70.2%-13.3pp | 74.7%-17.9pp | 69.5%-12.7pp |
| Annual return | 7.64% | 18.29%-10.6pp | 202.56%-194.9pp | 25.83%-18.2pp |
| Employer contribution / active EE | $989 | $2,358-58.1% | $3,058-67.7% | $2,584-61.8% |
| Participant deferral / active EE | $1,127 | $3,862-70.8% | $4,813-76.6% | $4,194-73.1% |
| Admin fee / account holder | $5,002 | $12,791-60.9% | $16,298-69.3% | $7,856-36.3% |