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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 | $5,035 | $77,638-93.5% | $156,551-96.8% | $62,881-92.0% |
| Participation rate | 56.3% | 71.2%-14.9pp | 84.0%-27.7pp | 69.3%-13.0pp |
| Annual return | 2.64% | 50.33%-47.7pp | 32.23%-29.6pp | 20.14%-17.5pp |
| Employer contribution / active EE | $496 | $3,444-85.6% | $5,501-91.0% | $2,281-78.3% |
| Participant deferral / active EE | $634 | $3,046-79.2% | $4,871-87.0% | $3,203-80.2% |
| Admin fee / account holder | $669 | $5,561-88.0% | $13,028-94.9% | $4,296-84.4% |