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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 | $14,505 | $72,492-80.0% | $87,104-83.3% | $72,975-80.1% |
| Participation rate | 43.9% | 72.8%-28.9pp | 76.9%-33.0pp | 69.5%-25.6pp |
| Annual return | 12.32% | 24.46%-12.1pp | 28.19%-15.9pp | 81.01%-68.7pp |
| Employer contribution / active EE | $545 | $1,894-71.2% | $2,521-78.4% | $2,440-77.7% |
| Participant deferral / active EE | $1,307 | $3,270-60.0% | $4,048-67.7% | $3,608-63.8% |
| Admin fee / account holder | $687 | $5,055-86.4% | $7,491-90.8% | $5,124-86.6% |