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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 | $107,666-88.9% | $102,184-88.3% | $154,746-92.3% |
| Participation rate | 37.5% | 83.7%-46.2pp | 82.6%-45.1pp | 80.7%-43.2pp |
| Annual return | 10.63% | 29.33%-18.7pp | 31.58%-20.9pp | 172.34%-161.7pp |
| Employer contribution / active EE | $209 | $3,846-94.6% | $3,594-94.2% | $4,379-95.2% |
| Participant deferral / active EE | $382 | $8,719-95.6% | $8,309-95.4% | $6,730-94.3% |
| Admin fee / account holder | $3,358 | $12,943-74.1% | $11,609-71.1% | $14,365-76.6% |