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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 | $5,485 | $106,524-94.9% | $152,301-96.4% | $87,485-93.7% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.4%-32.4pp | 68.9%-18.9pp |
| Annual return | 9.83% | 26.89%-17.1pp | 80.50%-70.7pp | 26.06%-16.2pp |
| Employer contribution / active EE | $778 | $3,371-76.9% | $4,624-83.2% | $2,596-70.0% |
| Participant deferral / active EE | $827 | $6,525-87.3% | $8,004-89.7% | $4,274-80.6% |
| Admin fee / account holder | $718 | $8,287-91.3% | $14,398-95.0% | $7,775-90.8% |