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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 | $77,814-93.8% | $158,223-96.9% | $86,983-94.4% |
| Participation rate | 44.6% | 68.4%-23.8pp | 79.2%-34.6pp | 69.5%-25.0pp |
| Annual return | 7.24% | 30.54%-23.3pp | 52.09%-44.9pp | 25.83%-18.6pp |
| Employer contribution / active EE | $369 | $2,592-85.8% | $4,109-91.0% | $2,584-85.7% |
| Participant deferral / active EE | $385 | $3,270-88.2% | $5,467-93.0% | $4,194-90.8% |
| Admin fee / account holder | $1,069 | $5,879-81.8% | $16,047-93.3% | $7,856-86.4% |