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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 | $28,983 | $90,064-67.8% | $100,392-71.1% | $77,736-62.7% |
| Participation rate | 16.1% | 81.3%-65.2pp | 81.5%-65.4pp | 70.6%-54.5pp |
| Annual return | 10.62% | 20.61%-10.0pp | 49.45%-38.8pp | 31.26%-20.6pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $3,941-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $508 | $8,282-93.9% | $8,090-93.7% | $4,651-89.1% |
| Admin fee / account holder | $1,556 | $172+804.4% | $7,904-80.3% | $433+259.1% |