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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 | $15,666 | $107,421-85.4% | $182,262-91.4% | $94,015-83.3% |
| Participation rate | 44.8% | 77.8%-33.0pp | 84.2%-39.4pp | 70.8%-26.0pp |
| Annual return | 12.11% | 21.32%-9.2pp | 140.60%-128.5pp | 17.84%-5.7pp |
| Employer contribution / active EE | $1,842 | $3,448-46.6% | $5,046-63.5% | $2,790-34.0% |
| Participant deferral / active EE | $2,220 | $6,558-66.1% | $8,276-73.2% | $4,249-47.8% |
| Admin fee / account holder | $2,816 | $8,692-67.6% | $16,712-83.2% | $8,951-68.5% |