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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 | $10,401 | $156,398-93.3% | $147,318-92.9% | $138,895-92.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 6.40% | 78.75%-72.3pp | 70.43%-64.0pp | 145.39%-139.0pp |
| Employer contribution / active EE | $1,378 | $4,853-71.6% | $4,593-70.0% | $4,194-67.1% |
| Participant deferral / active EE | $1,918 | $8,237-76.7% | $7,906-75.7% | $6,396-70.0% |
| Admin fee / account holder | $64,141 | $14,976+328.3% | $13,708+367.9% | $12,562+410.6% |