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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 | $4,744 | $48,337-90.2% | $67,560-93.0% | $80,959-94.1% |
| Participation rate | 28.8% | 66.4%-37.6pp | 72.9%-44.1pp | 67.7%-38.9pp |
| Annual return | 10.92% | 18.26%-7.3pp | 3533.50%-3522.6pp | 35.67%-24.7pp |
| Employer contribution / active EE | $509 | $2,023-74.8% | $2,737-81.4% | $2,757-81.5% |
| Participant deferral / active EE | $173 | $2,928-94.1% | $4,004-95.7% | $4,300-96.0% |
| Admin fee / account holder | $11,371 | $3,695+207.7% | $3,994+184.7% | $6,925+64.2% |