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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 | $8,751 | $141,001-93.8% | $112,228-92.2% | $139,487-93.7% |
| Participation rate | 27.3% | 79.2%-51.9pp | 72.4%-45.2pp | 80.3%-53.1pp |
| Annual return | -3.31% | 32.75%-36.1pp | 30.23%-33.5pp | 373.84%-377.1pp |
| Employer contribution / active EE | $1,035 | $4,285-75.8% | $3,432-69.8% | $4,755-78.2% |
| Participant deferral / active EE | $1,315 | $5,877-77.6% | $4,800-72.6% | $6,713-80.4% |
| Admin fee / account holder | $367 | $9,959-96.3% | $7,752-95.3% | $11,407-96.8% |