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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 | $27,182 | $87,060-68.8% | $105,591-74.3% | $80,911-66.4% |
| Participation rate | 69.4% | 70.4%-1.1pp | 75.3%-5.9pp | 67.6%+1.7pp |
| Annual return | 7.06% | 17.05%-10.0pp | 116.43%-109.4pp | 35.63%-28.6pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,166-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $691 | $3,986-82.7% | $5,008-86.2% | $4,297-83.9% |
| Admin fee / account holder | $8,440 | $8,4420% | $11,024-23.4% | $6,935+21.7% |