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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 | $29,627 | $91,406-67.6% | $130,062-77.2% | $74,473-60.2% |
| Participation rate | 14.2% | 77.8%-63.6pp | 78.5%-64.3pp | 70.7%-56.5pp |
| Annual return | 14.95% | 23.21%-8.3pp | -137.37%+152.3pp | 34.36%-19.4pp |
| Employer contribution / active EE | $0 | $2,565-100.0% | $4,322-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $512 | $4,724-89.2% | $5,821-91.2% | $4,530-88.7% |
| Admin fee / account holder | $890 | $283+213.9% | $10,601-91.6% | $347+156.3% |