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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 | $4,860 | $78,690-93.8% | $161,489-97.0% | $87,485-94.4% |
| Participation rate | 44.6% | 67.5%-22.9pp | 78.7%-34.1pp | 68.9%-24.4pp |
| Annual return | 7.24% | 32.74%-25.5pp | 89.72%-82.5pp | 26.06%-18.8pp |
| Employer contribution / active EE | $369 | $2,588-85.8% | $4,268-91.4% | $2,596-85.8% |
| Participant deferral / active EE | $385 | $3,311-88.4% | $5,630-93.2% | $4,274-91.0% |
| Admin fee / account holder | $1,069 | $6,724-84.1% | $16,006-93.3% | $7,775-86.2% |