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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 | $6,074 | $84,236-92.8% | $170,435-96.4% | $70,126-91.3% |
| Participation rate | 49.3% | 70.8%-21.5pp | 83.6%-34.3pp | 69.5%-20.2pp |
| Annual return | 6.53% | 23.06%-16.5pp | 205.94%-199.4pp | 73.15%-66.6pp |
| Employer contribution / active EE | $683 | $3,387-79.8% | $5,432-87.4% | $2,343-70.9% |
| Participant deferral / active EE | $252 | $3,086-91.8% | $4,939-94.9% | $3,332-92.4% |
| Admin fee / account holder | $702 | $5,698-87.7% | $13,881-94.9% | $4,645-84.9% |