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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 | $23,056 | $138,393-83.3% | $184,256-87.5% | $80,959-71.5% |
| Participation rate | 34.2% | 83.9%-49.7pp | 86.8%-52.6pp | 67.7%-33.5pp |
| Annual return | 6.51% | 20.01%-13.5pp | 28.85%-22.3pp | 35.67%-29.2pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,589 | $7,076-77.5% | $9,133-82.6% | $4,300-63.1% |
| Admin fee / account holder | $4,511 | $10,489-57.0% | $13,899-67.5% | $6,925-34.9% |