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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 | $13,954 | $124,425-88.8% | $112,040-87.5% | $137,256-89.8% |
| Participation rate | 58.8% | 79.3%-20.5pp | 76.5%-17.7pp | 80.0%-21.1pp |
| Annual return | 3.78% | 24.72%-20.9pp | 24.52%-20.7pp | 220.34%-216.6pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,793 | $5,718-68.7% | $5,098-64.8% | $6,407-72.0% |
| Admin fee / account holder | $12,610 | $15,207-17.1% | $12,098+4.2% | $12,270+2.8% |