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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 | $28,296 | $101,499-72.1% | $147,005-80.8% | $74,546-62.0% |
| Participation rate | 59.4% | 75.5%-16.1pp | 82.2%-22.8pp | 67.2%-7.8pp |
| Annual return | 10.67% | 8732.34%-8721.7pp | 418.76%-408.1pp | 1366.03%-1355.4pp |
| Employer contribution / active EE | $1,254 | $3,811-67.1% | $4,934-74.6% | $2,624-52.2% |
| Participant deferral / active EE | $1,731 | $7,304-76.3% | $8,070-78.5% | $4,347-60.2% |
| Admin fee / account holder | $11,339 | $1,748+548.7% | $13,006-12.8% | $1,944+483.4% |