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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 | $18,212 | $228,352-92.0% | $185,835-90.2% | $158,966-88.5% |
| Participation rate | 36.4% | 82.3%-45.9pp | 78.0%-41.7pp | 82.0%-45.6pp |
| Annual return | 3.76% | 40.81%-37.1pp | 35.96%-32.2pp | 302.95%-299.2pp |
| Employer contribution / active EE | $659 | $4,967-86.7% | $4,087-83.9% | $4,762-86.2% |
| Participant deferral / active EE | $833 | $6,416-87.0% | $5,633-85.2% | $5,983-86.1% |
| Admin fee / account holder | $31,035 | $11,867+161.5% | $9,502+226.6% | $11,250+175.9% |