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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 | $14,712 | $102,429-85.6% | $147,096-90.0% | $80,925-81.8% |
| Participation rate | 51.5% | 75.9%-24.3pp | 82.2%-30.7pp | 67.7%-16.1pp |
| Annual return | 11.69% | 135.02%-123.3pp | 419.75%-408.1pp | 35.65%-24.0pp |
| Employer contribution / active EE | $1,434 | $3,716-61.4% | $4,936-71.0% | $2,756-48.0% |
| Participant deferral / active EE | $2,062 | $6,649-69.0% | $8,071-74.5% | $4,299-52.0% |
| Admin fee / account holder | $16,888 | $7,957+112.2% | $13,005+29.9% | $6,940+143.3% |