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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 | $3,371 | $63,355-94.7% | $91,994-96.3% | $72,983-95.4% |
| Participation rate | 44.9% | 72.5%-27.6pp | 78.6%-33.8pp | 69.5%-24.6pp |
| Annual return | 18.51% | 35.35%-16.8pp | 69.03%-50.5pp | 81.01%-62.5pp |
| Employer contribution / active EE | $314 | $2,116-85.1% | $3,452-90.9% | $2,440-87.1% |
| Participant deferral / active EE | $343 | $4,883-93.0% | $5,923-94.2% | $3,608-90.5% |
| Admin fee / account holder | $438 | $4,668-90.6% | $7,743-94.3% | $5,124-91.4% |