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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 | $12,801 | $155,555-91.8% | $146,866-91.3% | $155,188-91.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 8.50% | 115.41%-106.9pp | 102.85%-94.4pp | 148.84%-140.3pp |
| Employer contribution / active EE | $1,501 | $4,647-67.7% | $4,425-66.1% | $4,248-64.7% |
| Participant deferral / active EE | $1,654 | $8,044-79.4% | $7,759-78.7% | $6,531-74.7% |
| Admin fee / account holder | $39,022 | $14,755+164.5% | $13,620+186.5% | $14,480+169.5% |