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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 | $9,759 | $154,228-93.7% | $145,433-93.3% | $137,256-92.9% |
| Participation rate | 53.3% | 83.8%-30.5pp | 82.1%-28.8pp | 80.0%-26.6pp |
| Annual return | 10.73% | 74.59%-63.9pp | 66.58%-55.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $906 | $4,804-81.1% | $4,554-80.1% | $4,156-78.2% |
| Participant deferral / active EE | $1,451 | $8,216-82.3% | $7,897-81.6% | $6,407-77.4% |
| Admin fee / account holder | $510 | $14,344-96.4% | $13,129-96.1% | $12,270-95.8% |