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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 | $22,051 | $86,949-74.6% | $102,460-78.5% | $80,959-72.8% |
| Participation rate | 30.3% | 72.4%-42.0pp | 76.5%-46.2pp | 67.7%-37.3pp |
| Annual return | 7.27% | 18.89%-11.6pp | 29.47%-22.2pp | 35.67%-28.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $797 | $4,121-80.7% | $5,056-84.2% | $4,300-81.5% |
| Admin fee / account holder | $5,891 | $8,048-26.8% | $9,460-37.7% | $6,925-14.9% |