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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 | $7,788 | $102,382-92.4% | $147,005-94.7% | $80,874-90.4% |
| Participation rate | 57.5% | 75.8%-18.3pp | 82.2%-24.7pp | 67.6%-10.1pp |
| Annual return | 10.68% | 134.89%-124.2pp | 418.76%-408.1pp | 35.62%-24.9pp |
| Employer contribution / active EE | $1,037 | $3,715-72.1% | $4,934-79.0% | $2,756-62.4% |
| Participant deferral / active EE | $1,111 | $6,646-83.3% | $8,070-86.2% | $4,297-74.1% |
| Admin fee / account holder | $1,966 | $7,942-75.3% | $13,006-84.9% | $6,935-71.7% |