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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 | $11,901 | $89,367-86.7% | $141,191-91.6% | $72,975-83.7% |
| Participation rate | 34.0% | 75.1%-41.2pp | 82.5%-48.5pp | 69.5%-35.5pp |
| Annual return | 17.58% | 111.87%-94.3pp | 71.41%-53.8pp | 81.01%-63.4pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $745 | $5,419-86.2% | $6,710-88.9% | $3,608-79.3% |
| Admin fee / account holder | $984 | $5,957-83.5% | $10,264-90.4% | $5,124-80.8% |