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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 | $9,390 | $76,551-87.7% | $123,894-92.4% | $62,881-85.1% |
| Participation rate | 51.7% | 73.0%-21.3pp | 81.4%-29.7pp | 69.3%-17.6pp |
| Annual return | 2.78% | 18.68%-15.9pp | 47.52%-44.7pp | 20.14%-17.4pp |
| Employer contribution / active EE | $929 | $2,882-67.8% | $4,617-79.9% | $2,281-59.3% |
| Participant deferral / active EE | $1,453 | $4,840-70.0% | $5,984-75.7% | $3,203-54.6% |
| Admin fee / account holder | $1,344 | $4,826-72.2% | $8,357-83.9% | $4,296-68.7% |