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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 | $16,668 | $165,381-89.9% | $149,730-88.9% | $158,966-89.5% |
| Participation rate | 60.9% | 84.6%-23.7pp | 82.5%-21.6pp | 82.0%-21.1pp |
| Annual return | 6.55% | 348.29%-341.7pp | 276.70%-270.2pp | 302.95%-296.4pp |
| Employer contribution / active EE | $1,680 | $5,104-67.1% | $4,645-63.8% | $4,762-64.7% |
| Participant deferral / active EE | $1,951 | $7,182-72.8% | $6,843-71.5% | $5,983-67.4% |
| Admin fee / account holder | $1,575 | $10,809-85.4% | $9,310-83.1% | $11,250-86.0% |