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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 | $11,140 | $91,167-87.8% | $178,498-93.8% | $79,858-86.1% |
| Participation rate | 36.7% | 69.2%-32.5pp | 81.9%-45.3pp | 69.6%-33.0pp |
| Annual return | 9.71% | 24.19%-14.5pp | 151.09%-141.4pp | 31.72%-22.0pp |
| Employer contribution / active EE | $485 | $3,255-85.1% | $5,011-90.3% | $2,471-80.4% |
| Participant deferral / active EE | $485 | $3,236-85.0% | $5,202-90.7% | $3,740-87.0% |
| Admin fee / account holder | $762 | $6,747-88.7% | $13,985-94.6% | $5,306-85.6% |