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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 | $108,825-88.0% | $156,181-91.6% | $82,448-84.1% |
| Participation rate | 31.3% | 72.4%-41.1pp | 78.8%-47.6pp | 68.1%-36.8pp |
| Annual return | 8.55% | 20.59%-12.0pp | 64.87%-56.3pp | 41.64%-33.1pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $883 | $4,577-80.7% | $6,132-85.6% | $4,139-78.7% |
| Admin fee / account holder | $14,873 | $9,341+59.2% | $14,586+2.0% | $7,234+105.6% |