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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 | $17,166 | $201,372-91.5% | $184,260-90.7% | $145,884-88.2% |
| Participation rate | 41.7% | 87.5%-45.8pp | 86.8%-45.2pp | 80.3%-38.6pp |
| Annual return | 9.38% | 29.04%-19.7pp | 28.84%-19.5pp | 551.85%-542.5pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $748 | $9,808-92.4% | $9,133-91.8% | $6,690-88.8% |
| Admin fee / account holder | $896 | $16,362-94.5% | $13,898-93.5% | $13,392-93.3% |