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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 | $30,284 | $95,453-68.3% | $112,040-73.0% | $82,448-63.3% |
| Participation rate | 42.9% | 72.8%-29.9pp | 76.5%-33.6pp | 68.1%-25.2pp |
| Annual return | 7.81% | 23.92%-16.1pp | 24.52%-16.7pp | 41.64%-33.8pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $607 | $4,224-85.6% | $5,098-88.1% | $4,139-85.3% |
| Admin fee / account holder | $24,026 | $9,013+166.6% | $12,098+98.6% | $7,234+232.1% |