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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 | $17,253 | $102,385-83.1% | $147,080-88.3% | $80,935-78.7% |
| Participation rate | 51.4% | 75.9%-24.4pp | 82.2%-30.8pp | 67.7%-16.2pp |
| Annual return | 9.02% | 135.09%-126.1pp | 420.17%-411.2pp | 35.66%-26.6pp |
| Employer contribution / active EE | $916 | $3,717-75.4% | $4,933-81.4% | $2,757-66.8% |
| Participant deferral / active EE | $219 | $6,651-96.7% | $8,066-97.3% | $4,299-94.9% |
| Admin fee / account holder | $659 | $7,951-91.7% | $12,989-94.9% | $6,924-90.5% |