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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 | $17,713 | $102,385-82.7% | $147,080-88.0% | $80,935-78.1% |
| Participation rate | 40.0% | 75.9%-35.9pp | 82.2%-42.2pp | 67.7%-27.7pp |
| Annual return | 8.41% | 135.09%-126.7pp | 420.17%-411.8pp | 35.66%-27.3pp |
| Employer contribution / active EE | $1,031 | $3,717-72.3% | $4,933-79.1% | $2,757-62.6% |
| Participant deferral / active EE | $1,757 | $6,651-73.6% | $8,066-78.2% | $4,299-59.1% |
| Admin fee / account holder | $8,593 | $7,951+8.1% | $12,989-33.8% | $6,924+24.1% |