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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 | $7,259 | $99,875-92.7% | $146,866-95.1% | $86,983-91.7% |
| Participation rate | 61.5% | 75.8%-14.3pp | 82.5%-21.0pp | 69.5%-8.0pp |
| Annual return | 7.03% | 28.10%-21.1pp | 102.85%-95.8pp | 25.83%-18.8pp |
| Employer contribution / active EE | $1,090 | $3,224-66.2% | $4,425-75.4% | $2,584-57.8% |
| Participant deferral / active EE | $1,563 | $6,322-75.3% | $7,759-79.9% | $4,194-62.7% |
| Admin fee / account holder | $34,914 | $7,838+345.5% | $13,620+156.3% | $7,856+344.4% |