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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 | $14,477 | $106,008-86.3% | $92,240-84.3% | $147,586-90.2% |
| Participation rate | 54.5% | 80.4%-25.9pp | 76.5%-21.9pp | 82.8%-28.3pp |
| Annual return | 7.94% | 50.05%-42.1pp | 176.29%-168.4pp | 578.59%-570.7pp |
| Employer contribution / active EE | $1,877 | $4,333-56.7% | $3,680-49.0% | $4,876-61.5% |
| Participant deferral / active EE | $112 | $4,478-97.5% | $3,897-97.1% | $5,439-97.9% |
| Admin fee / account holder | $3,098 | $6,333-51.1% | $5,194-40.3% | $10,886-71.5% |