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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 | $17,711 | $95,417-81.4% | $135,974-87.0% | $74,460-76.2% |
| Participation rate | 11.6% | 78.2%-66.6pp | 81.9%-70.3pp | 70.7%-59.2pp |
| Annual return | 15.82% | 32.76%-16.9pp | 68.30%-52.5pp | 34.38%-18.6pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $476 | $7,789-93.9% | $7,760-93.9% | $4,530-89.5% |
| Admin fee / account holder | $1,076 | $266+304.4% | $10,767-90.0% | $348+209.4% |