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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 | $4,428 | $56,894-92.2% | $84,753-94.8% | $62,881-93.0% |
| Participation rate | 60.3% | 68.5%-8.2pp | 76.6%-16.3pp | 69.3%-9.0pp |
| Annual return | -0.64% | 6.30%-6.9pp | 22.78%-23.4pp | 20.14%-20.8pp |
| Employer contribution / active EE | $648 | $2,400-73.0% | $3,574-81.9% | $2,281-71.6% |
| Participant deferral / active EE | $323 | $2,709-88.1% | $3,712-91.3% | $3,203-89.9% |
| Admin fee / account holder | $524 | $3,581-85.4% | $5,333-90.2% | $4,296-87.8% |