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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 | $5,918 | $81,358-92.7% | $155,556-96.2% | $80,959-92.7% |
| Participation rate | 53.1% | 66.3%-13.2pp | 78.2%-25.2pp | 67.7%-14.6pp |
| Annual return | 5.21% | 33.39%-28.2pp | 64.84%-59.6pp | 35.67%-30.5pp |
| Employer contribution / active EE | $438 | $3,106-85.9% | $4,675-90.6% | $2,757-84.1% |
| Participant deferral / active EE | $779 | $3,455-77.4% | $5,631-86.2% | $4,300-81.9% |
| Admin fee / account holder | $1,105 | $7,994-86.2% | $15,885-93.0% | $6,925-84.0% |