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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 | $16,231 | $209,336-92.2% | $197,124-91.8% | $137,256-88.2% |
| Participation rate | 33.3% | 87.3%-54.0pp | 86.7%-53.4pp | 80.0%-46.6pp |
| Annual return | 8.69% | 48.09%-39.4pp | 44.34%-35.6pp | 220.34%-211.6pp |
| Employer contribution / active EE | $1,810 | $6,591-72.5% | $6,227-70.9% | $4,156-56.5% |
| Participant deferral / active EE | $1,810 | $9,614-81.2% | $9,135-80.2% | $6,407-71.8% |
| Admin fee / account holder | $31,851 | $17,308+84.0% | $16,298+95.4% | $12,270+159.6% |