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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 | $1,992 | $76,551-97.4% | $123,894-98.4% | $62,881-96.8% |
| Participation rate | 20.6% | 73.0%-52.4pp | 81.4%-60.8pp | 69.3%-48.7pp |
| Annual return | 2.51% | 18.68%-16.2pp | 47.52%-45.0pp | 20.14%-17.6pp |
| Employer contribution / active EE | $820 | $2,882-71.6% | $4,617-82.2% | $2,281-64.1% |
| Participant deferral / active EE | $389 | $4,840-92.0% | $5,984-93.5% | $3,203-87.9% |
| Admin fee / account holder | $2,328 | $4,826-51.8% | $8,357-72.1% | $4,296-45.8% |