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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 | $71,353-81.6% | $92,805-85.8% | $86,983-84.9% |
| Participation rate | 41.2% | 80.9%-39.7pp | 83.5%-42.3pp | 69.5%-28.4pp |
| Annual return | 5.77% | 44.68%-38.9pp | 31.59%-25.8pp | 25.83%-20.1pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,492 | $6,966-78.6% | $8,448-82.3% | $4,194-64.4% |
| Admin fee / account holder | $3,778 | $6,099-38.1% | $10,911-65.4% | $7,856-51.9% |