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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 | $16,149 | $138,385-88.3% | $184,243-91.2% | $80,925-80.0% |
| Participation rate | 65.9% | 83.9%-18.0pp | 86.8%-20.9pp | 67.7%-1.7pp |
| Annual return | 8.10% | 20.02%-11.9pp | 28.82%-20.7pp | 35.65%-27.5pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,419 | $7,075-80.0% | $9,132-84.5% | $4,299-67.0% |
| Admin fee / account holder | $5,545 | $10,489-47.1% | $13,914-60.1% | $6,940-20.1% |