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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 | $13,032 | $58,828-77.8% | $78,002-83.3% | $62,881-79.3% |
| Participation rate | 60.0% | 71.1%-11.1pp | 75.5%-15.5pp | 69.3%-9.3pp |
| Annual return | 4.74% | 17.16%-12.4pp | 425.99%-421.2pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,673 | $1,672+0.1% | $2,470-32.3% | $2,281-26.6% |
| Participant deferral / active EE | $1,001 | $2,686-62.7% | $3,497-71.4% | $3,203-68.7% |
| Admin fee / account holder | $5,078 | $4,393+15.6% | $5,481-7.3% | $4,296+18.2% |