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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 | $18,198 | $58,726-69.0% | $92,240-80.3% | $62,293-70.8% |
| Participation rate | 46.3% | 68.3%-22.0pp | 76.5%-30.2pp | 69.5%-23.2pp |
| Annual return | 8.39% | 43.62%-35.2pp | 176.29%-167.9pp | 28.90%-20.5pp |
| Employer contribution / active EE | $1,097 | $2,392-54.1% | $3,680-70.2% | $2,042-46.3% |
| Participant deferral / active EE | $589 | $2,766-78.7% | $3,897-84.9% | $3,169-81.4% |
| Admin fee / account holder | $489 | $556-12.1% | $5,194-90.6% | $479+2.1% |