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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 | $14,843 | $79,557-81.3% | $118,746-87.5% | $70,126-78.8% |
| Participation rate | 35.5% | 71.4%-35.9pp | 78.3%-42.8pp | 69.5%-34.1pp |
| Annual return | 11.82% | 25.64%-13.8pp | 24.54%-12.7pp | 73.15%-61.3pp |
| Employer contribution / active EE | $915 | $2,861-68.0% | $4,193-78.2% | $2,343-60.9% |
| Participant deferral / active EE | $1,403 | $4,089-65.7% | $5,332-73.7% | $3,332-57.9% |
| Admin fee / account holder | $5,375 | $5,3740% | $10,720-49.9% | $4,645+15.7% |