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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 | $19,702 | $86,922-77.3% | $102,438-80.8% | $80,874-75.6% |
| Participation rate | 7.1% | 72.4%-65.2pp | 76.5%-69.4pp | 67.6%-60.5pp |
| Annual return | 7.71% | 18.90%-11.2pp | 29.37%-21.7pp | 35.62%-27.9pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $413 | $4,119-90.0% | $5,054-91.8% | $4,297-90.4% |
| Admin fee / account holder | $266,363 | $8,050+3208.9% | $9,448+2719.3% | $6,935+3740.7% |