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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 | $8,072 | $150,207-94.6% | $120,380-93.3% | $145,978-94.5% |
| Participation rate | 57.1% | 78.8%-21.6pp | 71.9%-14.8pp | 80.3%-23.1pp |
| Annual return | 8.09% | 154.28%-146.2pp | 107.28%-99.2pp | 550.52%-542.4pp |
| Employer contribution / active EE | $998 | $4,351-77.1% | $3,465-71.2% | $4,662-78.6% |
| Participant deferral / active EE | $1,248 | $6,175-79.8% | $4,992-75.0% | $6,690-81.4% |
| Admin fee / account holder | $1,038 | $12,203-91.5% | $9,421-89.0% | $13,400-92.3% |