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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 | $18,573 | $109,359-83.0% | $162,185-88.5% | $72,976-74.5% |
| Participation rate | 46.4% | 84.3%-37.8pp | 87.6%-41.1pp | 69.5%-23.1pp |
| Annual return | 15.80% | 25.46%-9.7pp | 115.61%-99.8pp | 81.02%-65.2pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,755 | $5,481-68.0% | $7,297-76.0% | $3,608-51.4% |
| Admin fee / account holder | $3,149 | $7,972-60.5% | $10,844-71.0% | $5,124-38.5% |