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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 | $37,468 | $138,393-72.9% | $184,256-79.7% | $80,959-53.7% |
| Participation rate | 66.7% | 83.9%-17.2pp | 86.8%-20.2pp | 67.7%-1.0pp |
| Annual return | 10.97% | 20.01%-9.0pp | 28.85%-17.9pp | 35.67%-24.7pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,508 | $7,076-64.6% | $9,133-72.5% | $4,300-41.7% |
| Admin fee / account holder | $4,723 | $10,489-55.0% | $13,899-66.0% | $6,925-31.8% |