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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 | $8,293 | $79,955-89.6% | $98,461-91.6% | $75,173-89.0% |
| Participation rate | 58.6% | 70.4%-11.7pp | 75.2%-16.5pp | 67.2%-8.6pp |
| Annual return | 11.90% | 19.75%-7.9pp | 21.17%-9.3pp | 160.72%-148.8pp |
| Employer contribution / active EE | $732 | $2,264-67.7% | $3,049-76.0% | $2,671-72.6% |
| Participant deferral / active EE | $1,292 | $3,752-65.6% | $4,738-72.7% | $4,126-68.7% |
| Admin fee / account holder | $910 | $6,841-86.7% | $8,961-89.8% | $5,651-83.9% |