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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 | $17,401 | $217,427-92.0% | $185,837-90.6% | $167,518-89.6% |
| Participation rate | 60.0% | 86.0%-26.0pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 4.49% | 148.39%-143.9pp | 122.08%-117.6pp | 478.71%-474.2pp |
| Employer contribution / active EE | $1,765 | $5,874-70.0% | $5,168-65.9% | $4,838-63.5% |
| Participant deferral / active EE | $1,127 | $6,357-82.3% | $5,568-79.8% | $6,342-82.2% |
| Admin fee / account holder | $1,909 | $19,816-90.4% | $16,241-88.2% | $12,312-84.5% |