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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 | $22,696 | $67,602-66.4% | $82,312-72.4% | $70,126-67.6% |
| Participation rate | 25.4% | 72.8%-47.4pp | 76.9%-51.5pp | 69.5%-44.2pp |
| Annual return | 9.86% | 21.57%-11.7pp | 25.88%-16.0pp | 73.15%-63.3pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $529 | $2,987-82.3% | $3,706-85.7% | $3,332-84.1% |
| Admin fee / account holder | $932 | $4,512-79.3% | $5,608-83.4% | $4,645-79.9% |