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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 | $11,528 | $59,839-80.7% | $81,988-85.9% | $79,858-85.6% |
| Participation rate | 44.8% | 61.6%-16.8pp | 69.3%-24.4pp | 69.6%-24.8pp |
| Annual return | 9.23% | 17.56%-8.3pp | 41.31%-32.1pp | 31.72%-22.5pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $787 | $2,695-70.8% | $3,722-78.9% | $3,740-79.0% |
| Admin fee / account holder | $1,457 | $4,287-66.0% | $5,665-74.3% | $5,306-72.5% |