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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 | $14,418 | $58,828-75.5% | $78,002-81.5% | $62,881-77.1% |
| Participation rate | 43.3% | 71.1%-27.8pp | 75.5%-32.2pp | 69.3%-26.0pp |
| Annual return | 1.58% | 17.16%-15.6pp | 425.99%-424.4pp | 20.14%-18.6pp |
| Employer contribution / active EE | $340 | $1,672-79.6% | $2,470-86.2% | $2,281-85.1% |
| Participant deferral / active EE | $808 | $2,686-69.9% | $3,497-76.9% | $3,203-74.8% |
| Admin fee / account holder | $3,944 | $4,393-10.2% | $5,481-28.0% | $4,296-8.2% |