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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 | $19,245 | $99,875-80.7% | $146,866-86.9% | $86,983-77.9% |
| Participation rate | 47.2% | 75.8%-28.6pp | 82.5%-35.3pp | 69.5%-22.3pp |
| Annual return | 7.21% | 28.10%-20.9pp | 102.85%-95.6pp | 25.83%-18.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,900 | $6,322-70.0% | $7,759-75.5% | $4,194-54.7% |
| Admin fee / account holder | $3,424 | $7,838-56.3% | $13,620-74.9% | $7,856-56.4% |