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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 | $16,769 | $126,661-86.8% | $113,397-85.2% | $138,895-87.9% |
| Participation rate | 63.2% | 79.4%-16.3pp | 76.5%-13.3pp | 79.9%-16.8pp |
| Annual return | 9.65% | 25.05%-15.4pp | 23.20%-13.6pp | 145.39%-135.7pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $766 | $5,693-86.5% | $5,076-84.9% | $6,396-88.0% |
| Admin fee / account holder | $1,865 | $14,549-87.2% | $11,957-84.4% | $12,562-85.2% |