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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 | $52,507-68.0% | $129,406-87.0% | $74,478-77.4% |
| Participation rate | 30.9% | 53.9%-23.0pp | 69.6%-38.8pp | 67.2%-36.3pp |
| Annual return | 11.25% | 15.64%-4.4pp | 9468.18%-9456.9pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $447 | $1,534-70.9% | $4,155-89.3% | $2,626-83.0% |
| Participant deferral / active EE | $590 | $2,801-78.9% | $4,167-85.8% | $4,350-86.4% |
| Admin fee / account holder | $1,203 | $2,639-54.4% | $7,689-84.4% | $1,946-38.2% |