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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 | $9,970 | $86,050-88.4% | $189,758-94.7% | $94,015-89.4% |
| Participation rate | 62.0% | 68.9%-6.9pp | 79.8%-17.8pp | 70.8%-8.8pp |
| Annual return | 8.17% | 17.77%-9.6pp | 52.62%-44.4pp | 17.84%-9.7pp |
| Employer contribution / active EE | $489 | $2,819-82.7% | $4,767-89.8% | $2,790-82.5% |
| Participant deferral / active EE | $889 | $3,349-73.5% | $5,856-84.8% | $4,249-79.1% |
| Admin fee / account holder | $792 | $6,627-88.0% | $20,388-96.1% | $8,951-91.2% |