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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 | $12,590 | $53,128-76.3% | $86,582-85.5% | $70,126-82.0% |
| Participation rate | 69.8% | 65.3%+4.5pp | 73.5%-3.7pp | 69.5%+0.3pp |
| Annual return | 11.18% | 27.66%-16.5pp | 965.08%-953.9pp | 73.15%-62.0pp |
| Employer contribution / active EE | $1,218 | $2,068-41.1% | $2,839-57.1% | $2,343-48.0% |
| Participant deferral / active EE | $721 | $2,695-73.3% | $3,609-80.0% | $3,332-78.4% |
| Admin fee / account holder | $1,747 | $3,584-51.2% | $4,904-64.4% | $4,645-62.4% |