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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 | $22,040 | $212,386-89.6% | $199,883-89.0% | $138,895-84.1% |
| Participation rate | 62.5% | 87.4%-24.9pp | 86.8%-24.3pp | 79.9%-17.4pp |
| Annual return | 7.69% | 47.75%-40.1pp | 43.81%-36.1pp | 145.39%-137.7pp |
| Employer contribution / active EE | $2,011 | $6,625-69.6% | $6,261-67.9% | $4,194-52.1% |
| Participant deferral / active EE | $2,955 | $9,617-69.3% | $9,138-67.7% | $6,396-53.8% |
| Admin fee / account holder | $3,064 | $18,233-83.2% | $17,268-82.3% | $12,562-75.6% |