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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 | $11,894 | $86,949-86.3% | $102,460-88.4% | $80,959-85.3% |
| Participation rate | 44.0% | 72.4%-28.4pp | 76.5%-32.5pp | 67.7%-23.7pp |
| Annual return | 9.31% | 18.89%-9.6pp | 29.47%-20.2pp | 35.67%-26.4pp |
| Employer contribution / active EE | $1,824 | $2,370-23.0% | $3,025-39.7% | $2,757-33.8% |
| Participant deferral / active EE | $1,111 | $4,121-73.0% | $5,056-78.0% | $4,300-74.2% |
| Admin fee / account holder | $3,351 | $8,048-58.4% | $9,460-64.6% | $6,925-51.6% |