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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 | $21,134 | $81,457-74.1% | $103,378-79.6% | $80,911-73.9% |
| Participation rate | 66.7% | 66.8%-0.2pp | 74.5%-7.8pp | 67.6%-1.0pp |
| Annual return | 8.67% | 25.58%-16.9pp | 24.91%-16.2pp | 35.63%-27.0pp |
| Employer contribution / active EE | $4,998 | $3,107+60.9% | $3,870+29.1% | $2,756+81.4% |
| Participant deferral / active EE | $495 | $3,871-87.2% | $5,058-90.2% | $4,297-88.5% |
| Admin fee / account holder | $3,639 | $6,717-45.8% | $8,401-56.7% | $6,935-47.5% |