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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 | $22,036 | $138,393-84.1% | $184,256-88.0% | $80,959-72.8% |
| Participation rate | 58.9% | 83.9%-25.0pp | 86.8%-27.9pp | 67.7%-8.7pp |
| Annual return | 9.57% | 20.01%-10.4pp | 28.85%-19.3pp | 35.67%-26.1pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,202 | $7,076-68.9% | $9,133-75.9% | $4,300-48.8% |
| Admin fee / account holder | $2,460 | $10,489-76.5% | $13,899-82.3% | $6,925-64.5% |