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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 | $731 | $110,337-99.3% | $102,383-99.3% | $145,877-99.5% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 6.76% | 24.83%-18.1pp | 24.94%-18.2pp | 551.28%-544.5pp |
| Employer contribution / active EE | $1,001 | $4,216-76.3% | $3,870-74.1% | $4,663-78.5% |
| Participant deferral / active EE | $1,203 | $5,621-78.6% | $5,060-76.2% | $6,691-82.0% |
| Admin fee / account holder | $1,223 | $9,750-87.5% | $8,391-85.4% | $13,402-90.9% |