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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 | $11,490 | $63,314-81.9% | $91,004-87.4% | $62,293-81.6% |
| Participation rate | 41.0% | 73.3%-32.4pp | 75.6%-34.7pp | 69.5%-28.6pp |
| Annual return | 10.08% | 21.00%-10.9pp | 4.60%+5.5pp | 28.90%-18.8pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $981 | $2,944-66.7% | $3,548-72.4% | $3,169-69.1% |
| Admin fee / account holder | $1,146 | $468+145.2% | $5,417-78.8% | $479+139.1% |