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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 | $29,694 | $209,847-85.8% | $189,520-84.3% | $167,518-82.3% |
| Participation rate | 68.8% | 88.7%-19.9pp | 87.8%-19.1pp | 82.1%-13.4pp |
| Annual return | 4.78% | 748.45%-743.7pp | 555.25%-550.5pp | 478.71%-473.9pp |
| Employer contribution / active EE | $2,516 | $6,913-63.6% | $6,161-59.2% | $4,838-48.0% |
| Participant deferral / active EE | $2,922 | $8,934-67.3% | $8,220-64.4% | $6,342-53.9% |
| Admin fee / account holder | $7,038 | $14,295-50.8% | $12,046-41.6% | $12,312-42.8% |