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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 | $12,366 | $93,617-86.8% | $135,982-90.9% | $75,177-83.6% |
| Participation rate | 12.9% | 75.2%-62.3pp | 81.9%-69.0pp | 67.2%-54.3pp |
| Annual return | 14.80% | 30.89%-16.1pp | 68.32%-53.5pp | 160.75%-146.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $585 | $6,406-90.9% | $7,760-92.5% | $4,126-85.8% |
| Admin fee / account holder | $3,125 | $6,980-55.2% | $10,767-71.0% | $5,651-44.7% |