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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 | $23,064 | $87,834-73.7% | $133,975-82.8% | $62,881-63.3% |
| Participation rate | 33.3% | 83.4%-50.0pp | 87.1%-53.7pp | 69.3%-36.0pp |
| Annual return | 5.29% | 12.05%-6.8pp | 29.29%-24.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,890 | $4,812-60.7% | $6,282-69.9% | $3,203-41.0% |
| Admin fee / account holder | $486 | $5,372-90.9% | $9,324-94.8% | $4,296-88.7% |