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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 | $22,396 | $102,422-78.1% | $147,117-84.8% | $80,959-72.3% |
| Participation rate | 64.3% | 75.9%-11.6pp | 82.2%-17.9pp | 67.7%-3.4pp |
| Annual return | 10.47% | 135.16%-124.7pp | 420.54%-410.1pp | 35.67%-25.2pp |
| Employer contribution / active EE | $1,606 | $3,717-56.8% | $4,932-67.4% | $2,757-41.7% |
| Participant deferral / active EE | $2,210 | $6,652-66.8% | $8,065-72.6% | $4,300-48.6% |
| Admin fee / account holder | $1,219 | $7,953-84.7% | $12,993-90.6% | $6,925-82.4% |