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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 | $14,942 | $175,259-91.5% | $149,723-90.0% | $139,487-89.3% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 10.53% | 166.82%-156.3pp | 134.50%-124.0pp | 373.84%-363.3pp |
| Employer contribution / active EE | $3,512 | $5,478-35.9% | $4,821-27.2% | $4,755-26.1% |
| Participant deferral / active EE | $252 | $6,522-96.1% | $5,682-95.6% | $6,713-96.2% |
| Admin fee / account holder | $757 | $16,158-95.3% | $13,215-94.3% | $11,407-93.4% |