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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 | $35,033 | $100,194-65.0% | $122,979-71.5% | $86,983-59.7% |
| Participation rate | 41.3% | 73.0%-31.7pp | 77.2%-35.9pp | 69.5%-28.3pp |
| Annual return | 0.11% | 16.47%-16.4pp | 20.12%-20.0pp | 25.83%-25.7pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $552 | $4,133-86.6% | $5,003-89.0% | $4,194-86.8% |
| Admin fee / account holder | $30,561 | $10,148+201.2% | $12,864+137.6% | $7,856+289.0% |