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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 | $6,531 | $81,358-92.0% | $155,556-95.8% | $80,959-91.9% |
| Participation rate | 31.6% | 66.3%-34.7pp | 78.2%-46.6pp | 67.7%-36.1pp |
| Annual return | 8.28% | 33.39%-25.1pp | 64.84%-56.6pp | 35.67%-27.4pp |
| Employer contribution / active EE | $684 | $3,106-78.0% | $4,675-85.4% | $2,757-75.2% |
| Participant deferral / active EE | $745 | $3,455-78.4% | $5,631-86.8% | $4,300-82.7% |
| Admin fee / account holder | $1,811 | $7,994-77.3% | $15,885-88.6% | $6,925-73.8% |