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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 | $25,991 | $100,194-74.1% | $122,979-78.9% | $86,983-70.1% |
| Participation rate | 61.8% | 73.0%-11.2pp | 77.2%-15.4pp | 69.5%-7.8pp |
| Annual return | 2.63% | 16.47%-13.8pp | 20.12%-17.5pp | 25.83%-23.2pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $697 | $4,133-83.1% | $5,003-86.1% | $4,194-83.4% |
| Admin fee / account holder | $5,930 | $10,148-41.6% | $12,864-53.9% | $7,856-24.5% |