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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 | $8,144 | $81,446-90.0% | $103,374-92.1% | $80,874-89.9% |
| Participation rate | 27.8% | 66.9%-39.1pp | 74.5%-46.7pp | 67.6%-39.9pp |
| Annual return | 10.39% | 25.57%-15.2pp | 24.89%-14.5pp | 35.62%-25.2pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $855 | $3,870-77.9% | $5,058-83.1% | $4,297-80.1% |
| Admin fee / account holder | $682 | $6,715-89.8% | $8,394-91.9% | $6,935-90.2% |