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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 | $3,449 | $154,228-97.8% | $145,433-97.6% | $137,256-97.5% |
| Participation rate | 16.7% | 83.8%-67.1pp | 82.1%-65.5pp | 80.0%-63.3pp |
| Annual return | 12.11% | 74.59%-62.5pp | 66.58%-54.5pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,673 | $4,804-65.2% | $4,554-63.3% | $4,156-59.7% |
| Participant deferral / active EE | $1,814 | $8,216-77.9% | $7,897-77.0% | $6,407-71.7% |
| Admin fee / account holder | $12,664 | $14,344-11.7% | $13,129-3.5% | $12,270+3.2% |