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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 | $17,512 | $76,550-77.1% | $123,894-85.9% | $62,881-72.2% |
| Participation rate | 34.2% | 73.0%-38.8pp | 81.4%-47.2pp | 69.3%-35.1pp |
| Annual return | 4.73% | 18.67%-13.9pp | 47.52%-42.8pp | 20.14%-15.4pp |
| Employer contribution / active EE | $539 | $2,882-81.3% | $4,617-88.3% | $2,281-76.4% |
| Participant deferral / active EE | $844 | $4,840-82.6% | $5,984-85.9% | $3,203-73.7% |
| Admin fee / account holder | $3,574 | $4,826-25.9% | $8,357-57.2% | $4,296-16.8% |