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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 | $13,276 | $72,027-81.6% | $185,861-92.9% | $79,856-83.4% |
| Participation rate | 38.7% | 65.8%-27.1pp | 78.0%-39.3pp | 69.6%-30.9pp |
| Annual return | 9.56% | 23.13%-13.6pp | 35.96%-26.4pp | 31.71%-22.2pp |
| Employer contribution / active EE | $720 | $1,965-63.3% | $4,088-82.4% | $2,471-70.9% |
| Participant deferral / active EE | $832 | $3,780-78.0% | $5,634-85.2% | $3,741-77.8% |
| Admin fee / account holder | $1,860 | $4,513-58.8% | $9,503-80.4% | $5,306-64.9% |