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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 | $27,445 | $83,485-67.1% | $125,195-78.1% | $72,976-62.4% |
| Participation rate | 28.6% | 73.3%-44.7pp | 79.8%-51.2pp | 69.5%-40.9pp |
| Annual return | 10.98% | 25.77%-14.8pp | 43.79%-32.8pp | 81.02%-70.0pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,470 | $3,586-59.0% | $4,937-70.2% | $3,608-59.2% |
| Admin fee / account holder | $28,095 | $5,518+409.2% | $9,704+189.5% | $5,124+448.3% |