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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 | $10,794 | $83,337-87.0% | $67,834-84.1% | $273,972-96.1% |
| Participation rate | 27.3% | 76.4%-49.2pp | 68.8%-41.5pp | 83.0%-55.7pp |
| Annual return | 0.60% | 259.45%-258.9pp | 138.47%-137.9pp | 41.46%-40.9pp |
| Employer contribution / active EE | $579 | $3,287-82.4% | $2,403-75.9% | $4,869-88.1% |
| Participant deferral / active EE | $693 | $4,088-83.0% | $3,160-78.1% | $5,287-86.9% |
| Admin fee / account holder | $11,648 | $6,752+72.5% | $4,622+152.0% | $10,133+15.0% |