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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 | $29,627 | $86,938-65.9% | $102,423-71.1% | $80,925-63.4% |
| Participation rate | 52.9% | 72.4%-19.5pp | 76.5%-23.6pp | 67.7%-14.8pp |
| Annual return | 9.38% | 18.89%-9.5pp | 29.42%-20.0pp | 35.65%-26.3pp |
| Employer contribution / active EE | $1,232 | $2,369-48.0% | $3,023-59.2% | $2,756-55.3% |
| Participant deferral / active EE | $1,583 | $4,120-61.6% | $5,054-68.7% | $4,299-63.2% |
| Admin fee / account holder | $7,365 | $8,053-8.5% | $9,455-22.1% | $6,940+6.1% |