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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 | $6,787 | $65,367-89.6% | $92,915-92.7% | $72,976-90.7% |
| Participation rate | 48.9% | 68.3%-19.4pp | 76.0%-27.1pp | 69.5%-20.6pp |
| Annual return | 5.49% | 42.11%-36.6pp | 109.45%-104.0pp | 81.02%-75.5pp |
| Employer contribution / active EE | $1,552 | $2,594-40.2% | $3,653-57.5% | $2,440-36.4% |
| Participant deferral / active EE | $284 | $3,128-90.9% | $4,238-93.3% | $3,608-92.1% |
| Admin fee / account holder | $340 | $4,251-92.0% | $5,796-94.1% | $5,124-93.4% |