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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 | $20,255 | $67,411-70.0% | $91,004-77.7% | $70,126-71.1% |
| Participation rate | 45.7% | 71.4%-25.7pp | 75.6%-30.0pp | 69.5%-23.9pp |
| Annual return | 12.17% | -40.16%+52.3pp | 4.60%+7.6pp | 73.15%-61.0pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,015 | $2,823-64.0% | $3,548-71.4% | $3,332-69.5% |
| Admin fee / account holder | $3,467 | $4,236-18.2% | $5,417-36.0% | $4,645-25.4% |