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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 | $21,996 | $72,492-69.7% | $87,104-74.7% | $72,975-69.9% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 9.30% | 24.46%-15.2pp | 28.19%-18.9pp | 81.01%-71.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $438 | $3,270-86.6% | $4,048-89.2% | $3,608-87.8% |
| Admin fee / account holder | $5,103 | $5,055+0.9% | $7,491-31.9% | $5,124-0.4% |