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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 | $24,519 | $202,345-87.9% | $172,755-85.8% | $152,885-84.0% |
| Participation rate | 64.3% | 87.1%-22.8pp | 82.6%-18.4pp | 82.5%-18.2pp |
| Annual return | 10.91% | 1029.77%-1018.9pp | 802.94%-792.0pp | 345.39%-334.5pp |
| Employer contribution / active EE | $1,344 | $5,858-77.1% | $5,144-73.9% | $4,763-71.8% |
| Participant deferral / active EE | $1,778 | $5,948-70.1% | $5,198-65.8% | $5,851-69.6% |
| Admin fee / account holder | $10,033 | $17,111-41.4% | $13,955-28.1% | $11,598-13.5% |