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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 | $14,883 | $86,949-82.9% | $102,460-85.5% | $80,959-81.6% |
| Participation rate | 11.4% | 72.4%-61.0pp | 76.5%-65.1pp | 67.7%-56.3pp |
| Annual return | 5.97% | 18.89%-12.9pp | 29.47%-23.5pp | 35.67%-29.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $105 | $4,121-97.4% | $5,056-97.9% | $4,300-97.6% |
| Admin fee / account holder | $6,362 | $8,048-20.9% | $9,460-32.7% | $6,925-8.1% |