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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 | $12,806 | $76,551-83.3% | $123,894-89.7% | $62,881-79.6% |
| Participation rate | 25.9% | 73.0%-47.1pp | 81.4%-55.5pp | 69.3%-43.4pp |
| Annual return | 4.88% | 18.68%-13.8pp | 47.52%-42.6pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $721 | $4,840-85.1% | $5,984-88.0% | $3,203-77.5% |
| Admin fee / account holder | $10,232 | $4,826+112.0% | $8,357+22.4% | $4,296+138.2% |