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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 | $16,964 | $76,551-77.8% | $123,894-86.3% | $62,881-73.0% |
| Participation rate | 42.9% | 73.0%-30.1pp | 81.4%-38.6pp | 69.3%-26.4pp |
| Annual return | 3.93% | 18.68%-14.7pp | 47.52%-43.6pp | 20.14%-16.2pp |
| Employer contribution / active EE | $636 | $2,882-77.9% | $4,617-86.2% | $2,281-72.1% |
| Participant deferral / active EE | $1,321 | $4,840-72.7% | $5,984-77.9% | $3,203-58.8% |
| Admin fee / account holder | $1,421 | $4,826-70.6% | $8,357-83.0% | $4,296-66.9% |