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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 | $23,810 | $145,431-83.6% | $211,142-88.7% | $87,485-72.8% |
| Participation rate | 51.2% | 84.7%-33.6pp | 87.3%-36.1pp | 68.9%-17.8pp |
| Annual return | 8.04% | 27.21%-19.2pp | 46.84%-38.8pp | 26.06%-18.0pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,897 | $6,859-57.8% | $9,284-68.8% | $4,274-32.2% |
| Admin fee / account holder | $3,431 | $17,052-79.9% | $19,076-82.0% | $7,775-55.9% |