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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 | $16,816 | $52,450-67.9% | $129,397-87.0% | $74,429-77.4% |
| Participation rate | 30.9% | 53.8%-23.0pp | 69.6%-38.7pp | 67.2%-36.3pp |
| Annual return | 11.25% | 15.65%-4.4pp | 9453.98%-9442.7pp | 1368.38%-1357.1pp |
| Employer contribution / active EE | $447 | $1,532-70.9% | $4,154-89.2% | $2,625-83.0% |
| Participant deferral / active EE | $590 | $2,797-78.9% | $4,167-85.8% | $4,348-86.4% |
| Admin fee / account holder | $1,203 | $2,636-54.4% | $7,679-84.3% | $1,944-38.2% |