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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 | $13,153 | $77,358-83.0% | $102,184-87.1% | $87,485-85.0% |
| Participation rate | 41.2% | 78.7%-37.5pp | 82.6%-41.4pp | 68.9%-27.8pp |
| Annual return | 5.77% | 41.11%-35.3pp | 31.58%-25.8pp | 26.06%-20.3pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,492 | $6,753-77.9% | $8,309-82.0% | $4,274-65.1% |
| Admin fee / account holder | $3,778 | $6,809-44.5% | $11,609-67.5% | $7,775-51.4% |