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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 | $9,554 | $86,938-89.0% | $102,423-90.7% | $80,925-88.2% |
| Participation rate | 48.9% | 72.4%-23.4pp | 76.5%-27.6pp | 67.7%-18.7pp |
| Annual return | 7.83% | 18.89%-11.1pp | 29.42%-21.6pp | 35.65%-27.8pp |
| Employer contribution / active EE | $891 | $2,369-62.4% | $3,023-70.5% | $2,756-67.7% |
| Participant deferral / active EE | $1,096 | $4,120-73.4% | $5,054-78.3% | $4,299-74.5% |
| Admin fee / account holder | $2,929 | $8,053-63.6% | $9,455-69.0% | $6,940-57.8% |