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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 | $19,368 | $201,372-90.4% | $184,260-89.5% | $145,884-86.7% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | -4.21% | 29.04%-33.2pp | 28.84%-33.1pp | 551.85%-556.1pp |
| Employer contribution / active EE | $1,485 | $7,024-78.9% | $6,427-76.9% | $4,662-68.2% |
| Participant deferral / active EE | $1,852 | $9,808-81.1% | $9,133-79.7% | $6,690-72.3% |
| Admin fee / account holder | $2,006 | $16,362-87.7% | $13,898-85.6% | $13,392-85.0% |