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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 | $15,089 | $81,446-81.5% | $103,374-85.4% | $80,874-81.3% |
| Participation rate | 37.8% | 66.9%-29.0pp | 74.5%-36.7pp | 67.6%-29.8pp |
| Annual return | 10.01% | 25.57%-15.6pp | 24.89%-14.9pp | 35.62%-25.6pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $685 | $3,870-82.3% | $5,058-86.5% | $4,297-84.1% |
| Admin fee / account holder | $6,917 | $6,715+3.0% | $8,394-17.6% | $6,935-0.3% |