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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 | $20,947 | $86,949-75.9% | $102,460-79.6% | $80,959-74.1% |
| Participation rate | 48.9% | 72.4%-23.5pp | 76.5%-27.6pp | 67.7%-18.8pp |
| Annual return | 6.75% | 18.89%-12.1pp | 29.47%-22.7pp | 35.67%-28.9pp |
| Employer contribution / active EE | $898 | $2,370-62.1% | $3,025-70.3% | $2,757-67.4% |
| Participant deferral / active EE | $1,749 | $4,121-57.6% | $5,056-65.4% | $4,300-59.3% |
| Admin fee / account holder | $9,645 | $8,048+19.9% | $9,460+2.0% | $6,925+39.3% |