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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 | $11,466 | $156,398-92.7% | $147,318-92.2% | $138,895-91.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 7.77% | 78.75%-71.0pp | 70.43%-62.7pp | 145.39%-137.6pp |
| Employer contribution / active EE | $1,211 | $4,853-75.1% | $4,593-73.6% | $4,194-71.1% |
| Participant deferral / active EE | $1,866 | $8,237-77.3% | $7,906-76.4% | $6,396-70.8% |
| Admin fee / account holder | $18,873 | $14,976+26.0% | $13,708+37.7% | $12,562+50.2% |