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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 | $19,184 | $76,551-74.9% | $123,894-84.5% | $62,881-69.5% |
| Participation rate | 53.6% | 73.0%-19.4pp | 81.4%-27.8pp | 69.3%-15.7pp |
| Annual return | 0.57% | 18.68%-18.1pp | 47.52%-47.0pp | 20.14%-19.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,238 | $4,840-74.4% | $5,984-79.3% | $3,203-61.4% |
| Admin fee / account holder | $481 | $4,826-90.0% | $8,357-94.2% | $4,296-88.8% |