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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 | $18,993 | $86,949-78.2% | $102,460-81.5% | $80,959-76.5% |
| Participation rate | 24.0% | 72.4%-48.4pp | 76.5%-52.5pp | 67.7%-43.7pp |
| Annual return | 9.49% | 18.89%-9.4pp | 29.47%-20.0pp | 35.67%-26.2pp |
| Employer contribution / active EE | $707 | $2,370-70.2% | $3,025-76.6% | $2,757-74.3% |
| Participant deferral / active EE | $455 | $4,121-88.9% | $5,056-91.0% | $4,300-89.4% |
| Admin fee / account holder | $2,653 | $8,048-67.0% | $9,460-72.0% | $6,925-61.7% |