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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 | $9,632 | $76,551-87.4% | $123,894-92.2% | $62,881-84.7% |
| Participation rate | 30.0% | 73.0%-43.0pp | 81.4%-51.4pp | 69.3%-39.3pp |
| Annual return | 5.18% | 18.68%-13.5pp | 47.52%-42.3pp | 20.14%-15.0pp |
| Employer contribution / active EE | $566 | $2,882-80.4% | $4,617-87.7% | $2,281-75.2% |
| Participant deferral / active EE | $1,829 | $4,840-62.2% | $5,984-69.4% | $3,203-42.9% |
| Admin fee / account holder | $1,537 | $4,826-68.1% | $8,357-81.6% | $4,296-64.2% |