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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 | $17,353 | $160,040-89.2% | $147,096-88.2% | $145,877-88.1% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 4.41% | 98.49%-94.1pp | 419.75%-415.3pp | 551.28%-546.9pp |
| Employer contribution / active EE | $1,112 | $5,289-79.0% | $4,936-77.5% | $4,663-76.2% |
| Participant deferral / active EE | $1,235 | $8,429-85.3% | $8,071-84.7% | $6,691-81.5% |
| Admin fee / account holder | $3,372 | $15,050-77.6% | $13,005-74.1% | $13,402-74.8% |