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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 | $18,341 | $72,492-74.7% | $87,104-78.9% | $72,975-74.9% |
| Participation rate | 53.6% | 72.8%-19.2pp | 76.9%-23.3pp | 69.5%-15.9pp |
| Annual return | 6.16% | 24.46%-18.3pp | 28.19%-22.0pp | 81.01%-74.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $570 | $3,270-82.6% | $4,048-85.9% | $3,608-84.2% |
| Admin fee / account holder | $966 | $5,055-80.9% | $7,491-87.1% | $5,124-81.1% |