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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 | $4,577 | $61,815-92.6% | $97,295-95.3% | $80,959-94.3% |
| Participation rate | 44.4% | 63.5%-19.0pp | 72.7%-28.2pp | 67.7%-23.2pp |
| Annual return | 8.91% | -558.73%+567.6pp | 75.62%-66.7pp | 35.67%-26.8pp |
| Employer contribution / active EE | $389 | $1,836-78.8% | $2,723-85.7% | $2,757-85.9% |
| Participant deferral / active EE | $797 | $3,027-73.7% | $4,264-81.3% | $4,300-81.5% |
| Admin fee / account holder | $748 | $5,166-85.5% | $5,646-86.7% | $6,925-89.2% |