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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 | $9,093 | $53,127-82.9% | $86,597-89.5% | $70,131-87.0% |
| Participation rate | 26.7% | 65.3%-38.6pp | 73.5%-46.8pp | 69.5%-42.8pp |
| Annual return | 11.92% | 27.66%-15.7pp | 964.96%-953.0pp | 73.14%-61.2pp |
| Employer contribution / active EE | $302 | $2,068-85.4% | $2,840-89.4% | $2,342-87.1% |
| Participant deferral / active EE | $592 | $2,696-78.0% | $3,609-83.6% | $3,332-82.2% |
| Admin fee / account holder | $3,870 | $3,585+7.9% | $4,906-21.1% | $4,645-16.7% |