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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 | $15,391 | $56,287-72.7% | $80,977-81.0% | $62,881-75.5% |
| Participation rate | 32.4% | 68.9%-36.6pp | 75.8%-43.5pp | 69.3%-37.0pp |
| Annual return | 5.22% | 22.13%-16.9pp | 17.11%-11.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,253 | $4,196-70.1% | $5,696-78.0% | $3,203-60.9% |
| Admin fee / account holder | $5,186 | $3,742+38.6% | $5,517-6.0% | $4,296+20.7% |