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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 | $7,984 | $43,075-81.5% | $74,577-89.3% | $62,881-87.3% |
| Participation rate | 29.6% | 58.1%-28.4pp | 68.1%-38.5pp | 69.3%-39.7pp |
| Annual return | 4.56% | 17.50%-12.9pp | 20.47%-15.9pp | 20.14%-15.6pp |
| Employer contribution / active EE | $325 | $1,498-78.3% | $2,525-87.1% | $2,281-85.8% |
| Participant deferral / active EE | $467 | $2,389-80.5% | $3,458-86.5% | $3,203-85.4% |
| Admin fee / account holder | $728 | $2,840-74.4% | $4,138-82.4% | $4,296-83.1% |