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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 | $6,623 | $52,279-87.3% | $89,435-92.6% | $79,856-91.7% |
| Participation rate | 35.3% | 57.5%-22.2pp | 68.0%-32.7pp | 69.6%-34.3pp |
| Annual return | 11.32% | 22.16%-10.8pp | 245.55%-234.2pp | 31.71%-20.4pp |
| Employer contribution / active EE | $2,771 | $1,572+76.3% | $2,587+7.1% | $2,471+12.1% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,946 | $3,356-42.0% | $4,884-60.2% | $5,306-63.3% |