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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 | $14,093 | $105,284-86.6% | $150,734-90.7% | $94,015-85.0% |
| Participation rate | 31.0% | 71.7%-40.8pp | 78.4%-47.5pp | 70.8%-39.9pp |
| Annual return | 4.34% | 15.67%-11.3pp | 600.81%-596.5pp | 17.84%-13.5pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $932 | $4,274-78.2% | $5,610-83.4% | $4,249-78.1% |
| Admin fee / account holder | $512 | $9,839-94.8% | $14,905-96.6% | $8,951-94.3% |