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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 | $33,400 | $138,366-75.9% | $184,185-81.9% | $80,911-58.7% |
| Participation rate | 46.3% | 83.9%-37.6pp | 86.8%-40.6pp | 67.6%-21.4pp |
| Annual return | 9.22% | 20.02%-10.8pp | 28.81%-19.6pp | 35.63%-26.4pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,426-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,110 | $7,074-84.3% | $9,132-87.8% | $4,297-74.2% |
| Admin fee / account holder | $2,279 | $10,484-78.3% | $13,909-83.6% | $6,935-67.1% |