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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 | $11,926 | $97,289-87.7% | $92,805-87.1% | $155,188-92.3% |
| Participation rate | 37.5% | 84.2%-46.7pp | 83.5%-46.0pp | 80.8%-43.3pp |
| Annual return | 10.63% | 29.03%-18.4pp | 31.59%-21.0pp | 148.84%-138.2pp |
| Employer contribution / active EE | $209 | $3,632-94.2% | $3,424-93.9% | $4,248-95.1% |
| Participant deferral / active EE | $382 | $8,795-95.7% | $8,448-95.5% | $6,531-94.1% |
| Admin fee / account holder | $3,358 | $12,015-72.0% | $10,911-69.2% | $14,480-76.8% |