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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 | $16,152 | $103,685-84.4% | $105,387-84.7% | $65,186-75.2% |
| Participation rate | 58.7% | 83.2%-24.5pp | 82.6%-23.9pp | 70.2%-11.5pp |
| Annual return | 12.04% | 23.88%-11.8pp | 26.82%-14.8pp | 29.39%-17.3pp |
| Employer contribution / active EE | $0 | $3,842-100.0% | $4,213-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $804 | $5,634-85.7% | $5,502-85.4% | $3,514-77.1% |
| Admin fee / account holder | $5,393 | $399+1252.7% | $6,559-17.8% | $847+536.6% |