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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 | $19,306 | $106,524-81.9% | $152,301-87.3% | $87,485-77.9% |
| Participation rate | 14.3% | 75.8%-61.5pp | 82.4%-68.2pp | 68.9%-54.6pp |
| Annual return | 8.55% | 26.89%-18.3pp | 80.50%-71.9pp | 26.06%-17.5pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $260 | $6,525-96.0% | $8,004-96.7% | $4,274-93.9% |
| Admin fee / account holder | $1,359 | $8,287-83.6% | $14,398-90.6% | $7,775-82.5% |