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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 | $7,156 | $45,438-84.3% | $80,004-91.1% | $59,633-88.0% |
| Participation rate | 64.9% | 63.7%+1.1pp | 73.0%-8.1pp | 68.7%-3.8pp |
| Annual return | -3.59% | 5.10%-8.7pp | 7.63%-11.2pp | 2041.40%-2045.0pp |
| Employer contribution / active EE | $249 | $1,236-79.9% | $2,473-89.9% | $2,203-88.7% |
| Participant deferral / active EE | $594 | $2,231-73.4% | $3,204-81.5% | $3,192-81.4% |
| Admin fee / account holder | $527 | $3,464-84.8% | $5,033-89.5% | $4,297-87.7% |