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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 | $16,802 | $62,409-73.1% | $120,574-86.1% | $74,459-77.4% |
| Participation rate | 26.9% | 56.8%-29.9pp | 71.9%-45.1pp | 67.2%-40.4pp |
| Annual return | 10.08% | 18.62%-8.5pp | 107.42%-97.3pp | 1369.70%-1359.6pp |
| Employer contribution / active EE | $523 | $1,847-71.7% | $3,471-84.9% | $2,626-80.1% |
| Participant deferral / active EE | $979 | $2,888-66.1% | $4,996-80.4% | $4,350-77.5% |
| Admin fee / account holder | $764 | $2,394-68.1% | $9,445-91.9% | $1,945-60.7% |