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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 | $25,041 | $99,994-75.0% | $146,643-82.9% | $85,847-70.8% |
| Participation rate | 53.0% | 73.1%-20.0pp | 80.1%-27.1pp | 69.3%-16.3pp |
| Annual return | 8.20% | 18.93%-10.7pp | 22.75%-14.5pp | 318.61%-310.4pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $941 | $4,006-76.5% | $5,506-82.9% | $3,952-76.2% |
| Admin fee / account holder | $2,254 | $7,703-70.7% | $10,280-78.1% | $6,261-64.0% |