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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 | $6,459 | $52,279-87.6% | $89,414-92.8% | $79,852-91.9% |
| Participation rate | 27.8% | 57.5%-29.8pp | 68.0%-40.2pp | 69.6%-41.9pp |
| Annual return | 10.38% | 22.16%-11.8pp | 245.50%-235.1pp | 31.72%-21.3pp |
| Employer contribution / active EE | $412 | $1,572-73.8% | $2,586-84.1% | $2,471-83.3% |
| Participant deferral / active EE | $611 | $2,740-77.7% | $3,890-84.3% | $3,740-83.7% |
| Admin fee / account holder | $6,873 | $3,356+104.8% | $4,883+40.7% | $5,306+29.5% |