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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 | $16,495 | $91,559-82.0% | $133,978-87.7% | $79,856-79.3% |
| Participation rate | 46.3% | 73.3%-27.0pp | 79.8%-33.5pp | 69.6%-23.3pp |
| Annual return | 3.30% | 61.85%-58.6pp | 45.10%-41.8pp | 31.71%-28.4pp |
| Employer contribution / active EE | $821 | $2,384-65.6% | $3,919-79.1% | $2,471-66.8% |
| Participant deferral / active EE | $1,161 | $3,734-68.9% | $5,047-77.0% | $3,741-69.0% |
| Admin fee / account holder | $3,975 | $6,321-37.1% | $8,930-55.5% | $5,306-25.1% |