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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 | $22,499 | $82,979-72.9% | $102,383-78.0% | $77,714-71.0% |
| Participation rate | 1.5% | 71.5%-70.0pp | 74.5%-73.0pp | 70.6%-69.1pp |
| Annual return | 4.06% | 19.11%-15.1pp | 24.94%-20.9pp | 31.26%-27.2pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $3,870-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $24 | $4,109-99.4% | $5,060-99.5% | $4,649-99.5% |
| Admin fee / account holder | $741 | $639+16.0% | $8,391-91.2% | $433+70.9% |