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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 | $6,352 | $48,364-86.9% | $71,796-91.2% | $62,881-89.9% |
| Participation rate | 31.7% | 60.6%-28.9pp | 69.1%-37.4pp | 69.3%-37.6pp |
| Annual return | 3.78% | 13.16%-9.4pp | 78.04%-74.3pp | 20.14%-16.4pp |
| Employer contribution / active EE | $264 | $1,042-74.7% | $1,924-86.3% | $2,281-88.4% |
| Participant deferral / active EE | $890 | $2,091-57.4% | $2,794-68.1% | $3,203-72.2% |
| Admin fee / account holder | $5,342 | $3,771+41.6% | $4,815+10.9% | $4,296+24.4% |