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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 | $15,484 | $209,336-92.6% | $197,124-92.1% | $137,256-88.7% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 10.51% | 48.09%-37.6pp | 44.34%-33.8pp | 220.34%-209.8pp |
| Employer contribution / active EE | $2,361 | $6,591-64.2% | $6,227-62.1% | $4,156-43.2% |
| Participant deferral / active EE | $2,361 | $9,614-75.4% | $9,135-74.2% | $6,407-63.1% |
| Admin fee / account holder | $69,969 | $17,308+304.3% | $16,298+329.3% | $12,270+470.2% |