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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 | $102,385-92.4% | $147,080-94.7% | $80,935-90.4% |
| Participation rate | 57.5% | 75.9%-18.4pp | 82.2%-24.7pp | 67.7%-10.2pp |
| Annual return | 10.68% | 135.09%-124.4pp | 420.17%-409.5pp | 35.66%-25.0pp |
| Employer contribution / active EE | $1,037 | $3,717-72.1% | $4,933-79.0% | $2,757-62.4% |
| Participant deferral / active EE | $1,111 | $6,651-83.3% | $8,066-86.2% | $4,299-74.2% |
| Admin fee / account holder | $1,966 | $7,951-75.3% | $12,989-84.9% | $6,924-71.6% |