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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 | $20,326 | $68,394-70.3% | $94,672-78.5% | $75,177-73.0% |
| Participation rate | 48.8% | 76.1%-27.3pp | 80.8%-32.1pp | 67.2%-18.4pp |
| Annual return | 15.09% | 616.92%-601.8pp | 156.89%-141.8pp | 160.75%-145.7pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $856 | $6,536-86.9% | $7,417-88.5% | $4,126-79.2% |
| Admin fee / account holder | $3,207 | $5,326-39.8% | $7,222-55.6% | $5,651-43.3% |