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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 | $15,979 | $69,590-77.0% | $136,867-88.3% | $94,015-83.0% |
| Participation rate | 25.0% | 66.3%-41.3pp | 74.5%-49.5pp | 70.8%-45.8pp |
| Annual return | 8.96% | 19.62%-10.7pp | 42.97%-34.0pp | 17.84%-8.9pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $789 | $3,437-77.0% | $4,924-84.0% | $4,249-81.4% |
| Admin fee / account holder | $1,147 | $8,912-87.1% | $10,340-88.9% | $8,951-87.2% |