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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 | $15,485 | $160,040-90.3% | $147,096-89.5% | $145,877-89.4% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 6.66% | 98.49%-91.8pp | 419.75%-413.1pp | 551.28%-544.6pp |
| Employer contribution / active EE | $1,608 | $5,289-69.6% | $4,936-67.4% | $4,663-65.5% |
| Participant deferral / active EE | $2,397 | $8,429-71.6% | $8,071-70.3% | $6,691-64.2% |
| Admin fee / account holder | $1,811 | $15,050-88.0% | $13,005-86.1% | $13,402-86.5% |