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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 | $8,328 | $156,398-94.7% | $147,318-94.3% | $138,895-94.0% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 79.9%-54.9pp |
| Annual return | 10.55% | 78.75%-68.2pp | 70.43%-59.9pp | 145.39%-134.8pp |
| Employer contribution / active EE | $916 | $4,853-81.1% | $4,593-80.1% | $4,194-78.2% |
| Participant deferral / active EE | $2,084 | $8,237-74.7% | $7,906-73.6% | $6,396-67.4% |
| Admin fee / account holder | $24,243 | $14,976+61.9% | $13,708+76.9% | $12,562+93.0% |