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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 | $20,958 | $77,358-72.9% | $102,184-79.5% | $87,485-76.0% |
| Participation rate | 42.6% | 78.7%-36.1pp | 82.6%-40.0pp | 68.9%-26.3pp |
| Annual return | 10.80% | 41.11%-30.3pp | 31.58%-20.8pp | 26.06%-15.3pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,014 | $6,753-85.0% | $8,309-87.8% | $4,274-76.3% |
| Admin fee / account holder | $8,313 | $6,809+22.1% | $11,609-28.4% | $7,775+6.9% |