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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 | $8,975 | $125,184-92.8% | $105,607-91.5% | $145,884-93.8% |
| Participation rate | 53.8% | 77.6%-23.8pp | 75.3%-21.4pp | 80.3%-26.5pp |
| Annual return | 6.14% | 225.00%-218.9pp | 116.11%-110.0pp | 551.85%-545.7pp |
| Employer contribution / active EE | $772 | $3,720-79.2% | $3,167-75.6% | $4,662-83.4% |
| Participant deferral / active EE | $829 | $5,714-85.5% | $5,011-83.5% | $6,690-87.6% |
| Admin fee / account holder | $5,389 | $17,133-68.5% | $10,958-50.8% | $13,392-59.8% |