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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 | $23,049 | $67,602-65.9% | $82,312-72.0% | $70,126-67.1% |
| Participation rate | 31.9% | 72.8%-40.9pp | 76.9%-45.0pp | 69.5%-37.7pp |
| Annual return | 12.00% | 21.57%-9.6pp | 25.88%-13.9pp | 73.15%-61.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $460 | $2,987-84.6% | $3,706-87.6% | $3,332-86.2% |
| Admin fee / account holder | $653 | $4,512-85.5% | $5,608-88.3% | $4,645-85.9% |