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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 | $14,454 | $165,381-91.3% | $149,730-90.3% | $158,966-90.9% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 5.86% | 348.29%-342.4pp | 276.70%-270.8pp | 302.95%-297.1pp |
| Employer contribution / active EE | $1,288 | $5,104-74.8% | $4,645-72.3% | $4,762-73.0% |
| Participant deferral / active EE | $1,944 | $7,182-72.9% | $6,843-71.6% | $5,983-67.5% |
| Admin fee / account holder | $30,054 | $10,809+178.0% | $9,310+222.8% | $11,250+167.1% |