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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 | $26,446 | $86,919-69.6% | $102,457-74.2% | $80,911-67.3% |
| Participation rate | 40.6% | 72.4%-31.8pp | 76.5%-35.9pp | 67.6%-27.1pp |
| Annual return | 9.02% | 18.90%-9.9pp | 29.41%-20.4pp | 35.63%-26.6pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $896 | $4,119-78.2% | $5,054-82.3% | $4,297-79.1% |
| Admin fee / account holder | $427 | $8,049-94.7% | $9,451-95.5% | $6,935-93.8% |