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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 | $8,213 | $97,289-91.6% | $92,805-91.2% | $155,188-94.7% |
| Participation rate | 62.5% | 84.2%-21.7pp | 83.5%-21.0pp | 80.8%-18.3pp |
| Annual return | 10.64% | 29.03%-18.4pp | 31.59%-20.9pp | 148.84%-138.2pp |
| Employer contribution / active EE | $183 | $3,632-95.0% | $3,424-94.7% | $4,248-95.7% |
| Participant deferral / active EE | $244 | $8,795-97.2% | $8,448-97.1% | $6,531-96.3% |
| Admin fee / account holder | $10,450 | $12,015-13.0% | $10,911-4.2% | $14,480-27.8% |