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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 | $32,060 | $80,705-60.3% | $115,768-72.3% | $67,986-52.8% |
| Participation rate | 29.2% | 63.0%-33.8pp | 74.4%-45.2pp | 57.2%-28.0pp |
| Annual return | 12.17% | 18.49%-6.3pp | 100.46%-88.3pp | 31.67%-19.5pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,940-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,350 | $3,559-62.1% | $4,917-72.5% | $3,358-59.8% |
| Admin fee / account holder | $4,530 | $4,135+9.5% | $12,439-63.6% | $3,203+41.4% |