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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 | $806 | $51,642-98.4% | $129,384-99.4% | $80,935-99.0% |
| Participation rate | 64.0% | 56.9%+7.1pp | 69.6%-5.6pp | 67.7%-3.7pp |
| Annual return | 6.58% | 20.78%-14.2pp | 9461.77%-9455.2pp | 35.66%-29.1pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $382 | $2,670-85.7% | $4,166-90.8% | $4,299-91.1% |
| Admin fee / account holder | $468 | $4,312-89.1% | $7,686-93.9% | $6,924-93.2% |