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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 | $13,092 | $114,712-88.6% | $173,730-92.5% | $87,485-85.0% |
| Participation rate | 31.3% | 73.0%-41.7pp | 79.6%-48.3pp | 68.9%-37.7pp |
| Annual return | 8.55% | 20.18%-11.6pp | 19.96%-11.4pp | 26.06%-17.5pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $883 | $4,642-81.0% | $6,326-86.0% | $4,274-79.3% |
| Admin fee / account holder | $14,873 | $10,210+45.7% | $17,523-15.1% | $7,775+91.3% |