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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 | $27,992 | $94,031-70.2% | $115,768-75.8% | $82,448-66.0% |
| Participation rate | 12.5% | 70.4%-57.9pp | 74.4%-61.9pp | 68.1%-55.6pp |
| Annual return | 11.78% | 20.61%-8.8pp | 100.46%-88.7pp | 41.64%-29.9pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $451 | $3,972-88.6% | $4,917-90.8% | $4,139-89.1% |
| Admin fee / account holder | $648 | $10,249-93.7% | $12,439-94.8% | $7,234-91.0% |