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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 | $12,955 | $85,169-84.8% | $172,755-92.5% | $72,983-82.2% |
| Participation rate | 60.0% | 70.1%-10.1pp | 82.6%-22.6pp | 69.5%-9.5pp |
| Annual return | 3.17% | 27.32%-24.2pp | 802.94%-799.8pp | 81.01%-77.8pp |
| Employer contribution / active EE | $802 | $3,324-75.9% | $5,144-84.4% | $2,440-67.1% |
| Participant deferral / active EE | $447 | $3,260-86.3% | $5,198-91.4% | $3,608-87.6% |
| Admin fee / account holder | $603 | $5,880-89.8% | $13,955-95.7% | $5,124-88.2% |