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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 | $8,991 | $81,696-89.0% | $70,494-87.2% | $158,982-94.3% |
| Participation rate | 42.9% | 77.7%-34.9pp | 75.1%-32.2pp | 82.0%-39.1pp |
| Annual return | 3.09% | 208.70%-205.6pp | 109.16%-106.1pp | 302.99%-299.9pp |
| Employer contribution / active EE | $524 | $3,220-83.7% | $2,738-80.9% | $4,763-89.0% |
| Participant deferral / active EE | $794 | $4,558-82.6% | $3,711-78.6% | $5,983-86.7% |
| Admin fee / account holder | $22,461 | $6,200+262.3% | $3,848+483.7% | $11,252+99.6% |