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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 | $9,664 | $99,345-90.3% | $84,753-88.6% | $273,972-96.5% |
| Participation rate | 40.0% | 80.7%-40.7pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | 1.27% | 22.93%-21.7pp | 22.78%-21.5pp | 41.46%-40.2pp |
| Employer contribution / active EE | $814 | $4,214-80.7% | $3,574-77.2% | $4,869-83.3% |
| Participant deferral / active EE | $965 | $4,270-77.4% | $3,712-74.0% | $5,287-81.8% |
| Admin fee / account holder | $966 | $6,645-85.5% | $5,333-81.9% | $10,133-90.5% |