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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 | $7,946 | $55,437-85.7% | $155,534-94.9% | $74,459-89.3% |
| Participation rate | 43.7% | 61.9%-18.2pp | 78.2%-34.5pp | 67.2%-23.5pp |
| Annual return | 8.13% | 269.58%-261.5pp | 64.92%-56.8pp | 1369.70%-1361.6pp |
| Employer contribution / active EE | $569 | $2,266-74.9% | $4,675-87.8% | $2,626-78.3% |
| Participant deferral / active EE | $192 | $2,837-93.2% | $5,630-96.6% | $4,350-95.6% |
| Admin fee / account holder | $1,329 | $1,742-23.7% | $15,900-91.6% | $1,945-31.7% |