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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 | $146,267-83.7% | $197,124-87.9% | $82,448-71.1% |
| Participation rate | 51.2% | 84.0%-32.9pp | 86.7%-35.6pp | 68.1%-16.9pp |
| Annual return | 8.04% | 29.61%-21.6pp | 44.34%-36.3pp | 41.64%-33.6pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,897 | $7,035-58.8% | $9,135-68.3% | $4,139-30.0% |
| Admin fee / account holder | $3,431 | $14,422-76.2% | $16,298-78.9% | $7,234-52.6% |