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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 | $19,801 | $76,112-74.0% | $96,534-79.5% | $71,511-72.3% |
| Participation rate | 62.7% | 74.4%-11.7pp | 76.0%-13.3pp | 67.9%-5.2pp |
| Annual return | 11.93% | 22.81%-10.9pp | 25.88%-13.9pp | 28.86%-16.9pp |
| Employer contribution / active EE | $983 | $2,248-56.3% | $2,965-66.9% | $2,589-62.0% |
| Participant deferral / active EE | $968 | $4,217-77.0% | $4,851-80.0% | $4,291-77.4% |
| Admin fee / account holder | $980 | $2,708-63.8% | $8,253-88.1% | $1,588-38.3% |