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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 | $11,796 | $81,476-85.5% | $102,383-88.5% | $80,925-85.4% |
| Participation rate | 31.4% | 66.8%-35.4pp | 74.5%-43.1pp | 67.7%-36.2pp |
| Annual return | 6.85% | 25.59%-18.7pp | 24.94%-18.1pp | 35.65%-28.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,076 | $3,871-72.2% | $5,060-78.7% | $4,299-75.0% |
| Admin fee / account holder | $800 | $6,717-88.1% | $8,391-90.5% | $6,940-88.5% |