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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 | $106,749-81.9% | $145,433-86.7% | $82,448-76.6% |
| Participation rate | 14.3% | 75.6%-61.4pp | 82.1%-67.8pp | 68.1%-53.8pp |
| Annual return | 8.55% | 27.59%-19.0pp | 66.58%-58.0pp | 41.64%-33.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $260 | $6,519-96.0% | $7,897-96.7% | $4,139-93.7% |
| Admin fee / account holder | $1,359 | $8,390-83.8% | $13,129-89.6% | $7,234-81.2% |