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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 | $23,689 | $80,855-70.7% | $153,416-84.6% | $86,983-72.8% |
| Participation rate | 54.0% | 64.1%-10.2pp | 74.3%-20.4pp | 69.5%-15.6pp |
| Annual return | 8.25% | 16.18%-7.9pp | 17.84%-9.6pp | 25.83%-17.6pp |
| Employer contribution / active EE | $607 | $2,308-73.7% | $3,764-83.9% | $2,584-76.5% |
| Participant deferral / active EE | $1,089 | $3,333-67.3% | $4,723-76.9% | $4,194-74.0% |
| Admin fee / account holder | $6,448 | $6,908-6.7% | $13,095-50.8% | $7,856-17.9% |