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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 | $5,572 | $124,425-95.5% | $112,040-95.0% | $137,256-95.9% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 8.32% | 24.72%-16.4pp | 24.52%-16.2pp | 220.34%-212.0pp |
| Employer contribution / active EE | $1,887 | $3,411-44.7% | $2,954-36.1% | $4,156-54.6% |
| Participant deferral / active EE | $1,724 | $5,718-69.9% | $5,098-66.2% | $6,407-73.1% |
| Admin fee / account holder | $6,552 | $15,207-56.9% | $12,098-45.8% | $12,270-46.6% |