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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 | $24,707 | $76,696-67.8% | $96,538-74.4% | $71,529-65.5% |
| Participation rate | 45.8% | 66.6%-20.8pp | 74.3%-28.5pp | 67.9%-22.1pp |
| Annual return | 11.31% | 48.32%-37.0pp | 35.74%-24.4pp | 28.97%-17.7pp |
| Employer contribution / active EE | $764 | $3,032-74.8% | $3,740-79.6% | $2,590-70.5% |
| Participant deferral / active EE | $985 | $3,770-73.9% | $4,880-79.8% | $4,291-77.0% |
| Admin fee / account holder | $12,530 | $2,030+517.3% | $6,737+86.0% | $1,588+688.8% |