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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 | $102,609-92.0% | $98,090-91.6% | $138,895-94.1% |
| Participation rate | 62.5% | 82.8%-20.3pp | 81.5%-19.0pp | 79.9%-17.4pp |
| Annual return | 10.64% | 36.44%-25.8pp | 37.05%-26.4pp | 145.39%-134.8pp |
| Employer contribution / active EE | $183 | $3,867-95.3% | $3,606-94.9% | $4,194-95.6% |
| Participant deferral / active EE | $244 | $8,167-97.0% | $7,845-96.9% | $6,396-96.2% |
| Admin fee / account holder | $10,450 | $11,434-8.6% | $11,815-11.6% | $12,562-16.8% |