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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 | $22,351 | $90,064-75.2% | $100,415-77.7% | $77,762-71.3% |
| Participation rate | 6.3% | 81.3%-75.0pp | 81.5%-75.2pp | 70.6%-64.3pp |
| Annual return | 10.22% | 20.61%-10.4pp | 49.47%-39.3pp | 31.27%-21.0pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $3,943-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $439 | $8,282-94.7% | $8,091-94.6% | $4,651-90.6% |
| Admin fee / account holder | $725 | $172+321.5% | $7,906-90.8% | $433+67.5% |