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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 | $3,495 | $81,331-95.7% | $155,534-97.8% | $80,935-95.7% |
| Participation rate | 18.8% | 66.3%-47.5pp | 78.2%-59.5pp | 67.7%-48.9pp |
| Annual return | 0.79% | 33.37%-32.6pp | 64.92%-64.1pp | 35.66%-34.9pp |
| Employer contribution / active EE | $482 | $3,105-84.5% | $4,675-89.7% | $2,757-82.5% |
| Participant deferral / active EE | $506 | $3,454-85.3% | $5,630-91.0% | $4,299-88.2% |
| Admin fee / account holder | $5,669 | $7,999-29.1% | $15,900-64.3% | $6,924-18.1% |