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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 | $10,494 | $48,050-78.2% | $85,969-87.8% | $59,633-82.4% |
| Participation rate | 50.0% | 64.5%-14.5pp | 76.5%-26.5pp | 68.7%-18.7pp |
| Annual return | -3.89% | 0.29%-4.2pp | 9.32%-13.2pp | 2041.40%-2045.3pp |
| Employer contribution / active EE | $424 | $1,640-74.1% | $3,474-87.8% | $2,203-80.7% |
| Participant deferral / active EE | $595 | $2,249-73.5% | $3,829-84.5% | $3,192-81.4% |
| Admin fee / account holder | $489 | $3,206-84.7% | $6,053-91.9% | $4,297-88.6% |