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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 | $17,060 | $132,099-87.1% | $115,599-85.2% | $138,895-87.7% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.3%-7.6pp | 79.9%-13.3pp |
| Annual return | 6.95% | 176.76%-169.8pp | 111.10%-104.1pp | 145.39%-138.4pp |
| Employer contribution / active EE | $812 | $3,416-76.2% | $2,955-72.5% | $4,194-80.6% |
| Participant deferral / active EE | $1,083 | $5,617-80.7% | $4,889-77.8% | $6,396-83.1% |
| Admin fee / account holder | $12,663 | $15,650-19.1% | $12,841-1.4% | $12,562+0.8% |