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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 | $13,524 | $58,828-77.0% | $78,002-82.7% | $62,881-78.5% |
| Participation rate | 62.5% | 71.1%-8.6pp | 75.5%-13.0pp | 69.3%-6.8pp |
| Annual return | 0.58% | 17.16%-16.6pp | 425.99%-425.4pp | 20.14%-19.6pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $573 | $2,686-78.7% | $3,497-83.6% | $3,203-82.1% |
| Admin fee / account holder | $3,550 | $4,393-19.2% | $5,481-35.2% | $4,296-17.4% |