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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 | $32,018 | $138,393-76.9% | $184,256-82.6% | $80,959-60.5% |
| Participation rate | 30.6% | 83.9%-53.3pp | 86.8%-56.3pp | 67.7%-37.1pp |
| Annual return | 10.26% | 20.01%-9.8pp | 28.85%-18.6pp | 35.67%-25.4pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,028 | $7,076-85.5% | $9,133-88.7% | $4,300-76.1% |
| Admin fee / account holder | $2,991 | $10,489-71.5% | $13,899-78.5% | $6,925-56.8% |