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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 | $22,628 | $185,905-87.8% | $170,057-86.7% | $139,487-83.8% |
| Participation rate | 44.4% | 87.8%-43.3pp | 87.0%-42.6pp | 80.3%-35.9pp |
| Annual return | 9.28% | 60.56%-51.3pp | 53.42%-44.1pp | 373.84%-364.6pp |
| Employer contribution / active EE | $1,620 | $7,597-78.7% | $6,790-76.1% | $4,755-65.9% |
| Participant deferral / active EE | $1,620 | $11,627-86.1% | $10,411-84.4% | $6,713-75.9% |
| Admin fee / account holder | $10,784 | $15,397-30.0% | $12,826-15.9% | $11,407-5.5% |