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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 | $6,506 | $53,128-87.8% | $86,582-92.5% | $70,126-90.7% |
| Participation rate | 40.0% | 65.3%-25.3pp | 73.5%-33.5pp | 69.5%-29.5pp |
| Annual return | 10.65% | 27.66%-17.0pp | 965.08%-954.4pp | 73.15%-62.5pp |
| Employer contribution / active EE | $336 | $2,068-83.7% | $2,839-88.2% | $2,343-85.6% |
| Participant deferral / active EE | $365 | $2,695-86.5% | $3,609-89.9% | $3,332-89.1% |
| Admin fee / account holder | $638 | $3,584-82.2% | $4,904-87.0% | $4,645-86.3% |