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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 | $2,889 | $91,167-96.8% | $178,498-98.4% | $79,858-96.4% |
| Participation rate | 27.8% | 69.2%-41.4pp | 81.9%-54.2pp | 69.6%-41.9pp |
| Annual return | 5.59% | 24.19%-18.6pp | 151.09%-145.5pp | 31.72%-26.1pp |
| Employer contribution / active EE | $432 | $3,255-86.7% | $5,011-91.4% | $2,471-82.5% |
| Participant deferral / active EE | $503 | $3,236-84.5% | $5,202-90.3% | $3,740-86.6% |
| Admin fee / account holder | $1,342 | $6,747-80.1% | $13,985-90.4% | $5,306-74.7% |