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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 | $15,757 | $175,259-91.0% | $149,723-89.5% | $139,487-88.7% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 10.27% | 166.82%-156.6pp | 134.50%-124.2pp | 373.84%-363.6pp |
| Employer contribution / active EE | $1,101 | $5,478-79.9% | $4,821-77.2% | $4,755-76.8% |
| Participant deferral / active EE | $1,809 | $6,522-72.3% | $5,682-68.2% | $6,713-73.0% |
| Admin fee / account holder | $43,682 | $16,158+170.3% | $13,215+230.6% | $11,407+282.9% |