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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 | $7,701 | $57,305-86.6% | $86,640-91.1% | $75,173-89.8% |
| Participation rate | 33.3% | 63.2%-29.9pp | 71.7%-38.4pp | 67.2%-33.9pp |
| Annual return | 12.86% | 2674.24%-2661.4pp | 592.52%-579.7pp | 160.72%-147.9pp |
| Employer contribution / active EE | $291 | $2,316-87.5% | $3,024-90.4% | $2,671-89.1% |
| Participant deferral / active EE | $407 | $3,320-87.7% | $4,438-90.8% | $4,126-90.1% |
| Admin fee / account holder | $3,042 | $4,116-26.1% | $5,616-45.8% | $5,651-46.2% |