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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 | $2,792 | $100,970-97.2% | $96,576-97.1% | $137,256-98.0% |
| Participation rate | 6.7% | 82.6%-75.9pp | 81.4%-74.8pp | 80.0%-73.3pp |
| Annual return | 3.31% | 38.16%-34.9pp | 38.47%-35.2pp | 220.34%-217.0pp |
| Employer contribution / active EE | $209 | $3,809-94.5% | $3,553-94.1% | $4,156-95.0% |
| Participant deferral / active EE | $257 | $8,286-96.9% | $7,956-96.8% | $6,407-96.0% |
| Admin fee / account holder | $44,497 | $11,312+293.4% | $11,381+291.0% | $12,270+262.6% |