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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 | $12,399 | $77,638-84.0% | $156,551-92.1% | $62,881-80.3% |
| Participation rate | 41.3% | 71.2%-29.9pp | 84.0%-42.7pp | 69.3%-28.0pp |
| Annual return | 4.55% | 50.33%-45.8pp | 32.23%-27.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $542 | $3,444-84.3% | $5,501-90.2% | $2,281-76.3% |
| Participant deferral / active EE | $496 | $3,046-83.7% | $4,871-89.8% | $3,203-84.5% |
| Admin fee / account holder | $826 | $5,561-85.1% | $13,028-93.7% | $4,296-80.8% |