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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 | $5,832 | $81,358-92.8% | $155,556-96.3% | $80,959-92.8% |
| Participation rate | 50.0% | 66.3%-16.3pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 5.63% | 33.39%-27.8pp | 64.84%-59.2pp | 35.67%-30.0pp |
| Employer contribution / active EE | $572 | $3,106-81.6% | $4,675-87.8% | $2,757-79.3% |
| Participant deferral / active EE | $721 | $3,455-79.1% | $5,631-87.2% | $4,300-83.2% |
| Admin fee / account holder | $1,502 | $7,994-81.2% | $15,885-90.5% | $6,925-78.3% |