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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 | $12,252 | $86,949-85.9% | $102,460-88.0% | $80,959-84.9% |
| Participation rate | 10.3% | 72.4%-62.0pp | 76.5%-66.2pp | 67.7%-57.3pp |
| Annual return | 8.97% | 18.89%-9.9pp | 29.47%-20.5pp | 35.67%-26.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $178 | $4,121-95.7% | $5,056-96.5% | $4,300-95.9% |
| Admin fee / account holder | $7,688 | $8,048-4.5% | $9,460-18.7% | $6,925+11.0% |