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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 | $12,383 | $86,050-85.6% | $189,758-93.5% | $94,015-86.8% |
| Participation rate | 14.7% | 68.9%-54.2pp | 79.8%-65.1pp | 70.8%-56.1pp |
| Annual return | 3.47% | 17.77%-14.3pp | 52.62%-49.1pp | 17.84%-14.4pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $212 | $3,349-93.7% | $5,856-96.4% | $4,249-95.0% |
| Admin fee / account holder | $853 | $6,627-87.1% | $20,388-95.8% | $8,951-90.5% |