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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 | $10,906 | $77,472-85.9% | $100,392-89.1% | $80,935-86.5% |
| Participation rate | 66.7% | 76.9%-10.3pp | 81.5%-14.8pp | 67.7%-1.0pp |
| Annual return | 7.33% | 37.26%-29.9pp | 49.45%-42.1pp | 35.66%-28.3pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $251 | $6,818-96.3% | $8,090-96.9% | $4,299-94.2% |
| Admin fee / account holder | $889 | $5,885-84.9% | $7,904-88.8% | $6,924-87.2% |