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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 | $22,844 | $181,896-87.4% | $156,551-85.4% | $273,972-91.7% |
| Participation rate | 20.0% | 88.4%-68.4pp | 84.0%-64.0pp | 83.0%-63.0pp |
| Annual return | -3.56% | 30.74%-34.3pp | 32.23%-35.8pp | 41.46%-45.0pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $25 | $5,550-99.5% | $4,871-99.5% | $5,287-99.5% |
| Admin fee / account holder | $4,840 | $15,560-68.9% | $13,028-62.8% | $10,133-52.2% |