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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 | $4,890 | $103,008-95.3% | $90,304-94.6% | $152,897-96.8% |
| Participation rate | 63.6% | 75.9%-12.2pp | 73.3%-9.6pp | 82.5%-18.8pp |
| Annual return | 7.85% | 95.22%-87.4pp | 78.13%-70.3pp | 345.43%-337.6pp |
| Employer contribution / active EE | $1,195 | $3,139-61.9% | $2,855-58.1% | $4,764-74.9% |
| Participant deferral / active EE | $150 | $4,281-96.5% | $3,885-96.1% | $5,851-97.4% |
| Admin fee / account holder | $3,275 | $6,175-47.0% | $5,354-38.8% | $11,599-71.8% |