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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 | $12,969 | $99,345-86.9% | $84,753-84.7% | $273,972-95.3% |
| Participation rate | 63.6% | 80.7%-17.1pp | 76.6%-13.0pp | 83.0%-19.4pp |
| Annual return | 0.10% | 22.93%-22.8pp | 22.78%-22.7pp | 41.46%-41.4pp |
| Employer contribution / active EE | $2,312 | $4,214-45.1% | $3,574-35.3% | $4,869-52.5% |
| Participant deferral / active EE | $487 | $4,270-88.6% | $3,712-86.9% | $5,287-90.8% |
| Admin fee / account holder | $466 | $6,645-93.0% | $5,333-91.3% | $10,133-95.4% |