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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 | $24,672 | $201,372-87.7% | $184,260-86.6% | $145,884-83.1% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 8.97% | 29.04%-20.1pp | 28.84%-19.9pp | 551.85%-542.9pp |
| Employer contribution / active EE | $1,764 | $7,024-74.9% | $6,427-72.6% | $4,662-62.2% |
| Participant deferral / active EE | $2,340 | $9,808-76.1% | $9,133-74.4% | $6,690-65.0% |
| Admin fee / account holder | $8,788 | $16,362-46.3% | $13,898-36.8% | $13,392-34.4% |