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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 | $24,152 | $95,404-74.7% | $113,397-78.7% | $82,637-70.8% |
| Participation rate | 55.9% | 72.8%-16.9pp | 76.5%-20.6pp | 68.1%-12.2pp |
| Annual return | 10.00% | 19.08%-9.1pp | 23.20%-13.2pp | 53.51%-43.5pp |
| Employer contribution / active EE | $894 | $2,307-61.3% | $2,977-70.0% | $2,552-65.0% |
| Participant deferral / active EE | $1,143 | $4,220-72.9% | $5,076-77.5% | $4,126-72.3% |
| Admin fee / account holder | $6,618 | $9,168-27.8% | $11,957-44.7% | $7,339-9.8% |