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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 | $27,474 | $86,298-68.2% | $111,308-75.3% | $85,847-68.0% |
| Participation rate | 48.6% | 73.3%-24.8pp | 77.3%-28.7pp | 69.3%-20.7pp |
| Annual return | 9.13% | 19.99%-10.9pp | 54.67%-45.5pp | 318.61%-309.5pp |
| Employer contribution / active EE | $769 | $2,044-62.4% | $2,732-71.9% | $2,565-70.0% |
| Participant deferral / active EE | $1,248 | $3,641-65.7% | $4,487-72.2% | $3,952-68.4% |
| Admin fee / account holder | $11,438 | $8,189+39.7% | $7,965+43.6% | $6,261+82.7% |