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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 | $13,506 | $93,598-85.6% | $135,974-90.1% | $75,173-82.0% |
| Participation rate | 25.0% | 75.2%-50.2pp | 81.9%-56.9pp | 67.2%-42.2pp |
| Annual return | 14.36% | 30.89%-16.5pp | 68.30%-53.9pp | 160.72%-146.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,385 | $6,405-78.4% | $7,760-82.1% | $4,126-66.4% |
| Admin fee / account holder | $42,613 | $6,978+510.7% | $10,767+295.8% | $5,651+654.1% |