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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 | $15,809 | $78,428-79.8% | $95,960-83.5% | $79,852-80.2% |
| Participation rate | 43.8% | 73.5%-29.7pp | 77.1%-33.3pp | 69.6%-25.9pp |
| Annual return | 5.80% | 19.37%-13.6pp | 91.63%-85.8pp | 31.72%-25.9pp |
| Employer contribution / active EE | $643 | $1,945-67.0% | $2,541-74.7% | $2,471-74.0% |
| Participant deferral / active EE | $1,044 | $3,440-69.6% | $4,167-74.9% | $3,740-72.1% |
| Admin fee / account holder | $926 | $5,622-83.5% | $6,797-86.4% | $5,306-82.6% |