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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 | $12,661 | $126,661-90.0% | $113,397-88.8% | $138,895-90.9% |
| Participation rate | 42.9% | 79.4%-36.6pp | 76.5%-33.6pp | 79.9%-37.1pp |
| Annual return | 6.02% | 25.05%-19.0pp | 23.20%-17.2pp | 145.39%-139.4pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,081 | $5,693-81.0% | $5,076-78.7% | $6,396-83.1% |
| Admin fee / account holder | $20,551 | $14,549+41.3% | $11,957+71.9% | $12,562+63.6% |