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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 | $12,108 | $225,673-94.6% | $203,872-94.1% | $155,188-92.2% |
| Participation rate | 60.0% | 80.3%-20.3pp | 77.8%-17.8pp | 80.8%-20.8pp |
| Annual return | 4.69% | 95.91%-91.2pp | 85.11%-80.4pp | 148.84%-144.1pp |
| Employer contribution / active EE | $409 | $4,099-90.0% | $3,757-89.1% | $4,248-90.4% |
| Participant deferral / active EE | $684 | $6,893-90.1% | $6,388-89.3% | $6,531-89.5% |
| Admin fee / account holder | $4,606 | $12,327-62.6% | $11,730-60.7% | $14,480-68.2% |