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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 | $22,099 | $102,382-78.4% | $147,005-85.0% | $80,874-72.7% |
| Participation rate | 58.1% | 75.8%-17.8pp | 82.2%-24.1pp | 67.6%-9.6pp |
| Annual return | 9.92% | 134.89%-125.0pp | 418.76%-408.8pp | 35.62%-25.7pp |
| Employer contribution / active EE | $1,144 | $3,715-69.2% | $4,934-76.8% | $2,756-58.5% |
| Participant deferral / active EE | $1,561 | $6,646-76.5% | $8,070-80.7% | $4,297-63.7% |
| Admin fee / account holder | $4,458 | $7,942-43.9% | $13,006-65.7% | $6,935-35.7% |