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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 | $11,644 | $85,766-86.4% | $136,298-91.5% | $70,126-83.4% |
| Participation rate | 46.2% | 74.2%-28.0pp | 81.9%-35.8pp | 69.5%-23.4pp |
| Annual return | 7.97% | 31.46%-23.5pp | 5156.27%-5148.3pp | 73.15%-65.2pp |
| Employer contribution / active EE | $1,007 | $2,966-66.0% | $4,696-78.5% | $2,343-57.0% |
| Participant deferral / active EE | $864 | $5,051-82.9% | $6,247-86.2% | $3,332-74.1% |
| Admin fee / account holder | $3,489 | $5,421-35.6% | $9,244-62.3% | $4,645-24.9% |