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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 | $25,202 | $78,428-67.9% | $95,960-73.7% | $79,852-68.4% |
| Participation rate | 56.7% | 73.5%-16.8pp | 77.1%-20.4pp | 69.6%-13.0pp |
| Annual return | 5.50% | 19.37%-13.9pp | 91.63%-86.1pp | 31.72%-26.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $817 | $3,440-76.3% | $4,167-80.4% | $3,740-78.2% |
| Admin fee / account holder | $8,797 | $5,622+56.5% | $6,797+29.4% | $5,306+65.8% |