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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 | $22,240 | $82,879-73.2% | $96,576-77.0% | $67,986-67.3% |
| Participation rate | 44.2% | 75.2%-30.9pp | 81.4%-37.2pp | 57.2%-13.0pp |
| Annual return | 14.39% | 36.90%-22.5pp | 38.47%-24.1pp | 31.67%-17.3pp |
| Employer contribution / active EE | $0 | $2,727-100.0% | $3,553-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $867 | $6,976-87.6% | $7,956-89.1% | $3,358-74.2% |
| Admin fee / account holder | $3,146 | $2,783+13.0% | $11,381-72.4% | $3,203-1.8% |