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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 | $14,890 | $73,787-79.8% | $98,716-84.9% | $82,448-81.9% |
| Participation rate | 19.1% | 61.4%-42.3pp | 69.3%-50.1pp | 68.1%-48.9pp |
| Annual return | 7.32% | 18.57%-11.2pp | 31.81%-24.5pp | 41.64%-34.3pp |
| Employer contribution / active EE | $638 | $1,511-57.8% | $2,279-72.0% | $2,551-75.0% |
| Participant deferral / active EE | $716 | $3,081-76.8% | $4,048-82.3% | $4,139-82.7% |
| Admin fee / account holder | $35,384 | $6,500+444.4% | $8,703+306.6% | $7,234+389.1% |