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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 | $6,792 | $51,184-86.7% | $66,439-89.8% | $86,983-92.2% |
| Participation rate | 30.8% | 68.5%-37.7pp | 74.5%-43.7pp | 69.5%-38.8pp |
| Annual return | 4.20% | 17.07%-12.9pp | 757.66%-753.5pp | 25.83%-21.6pp |
| Employer contribution / active EE | $578 | $2,023-71.4% | $2,637-78.1% | $2,584-77.6% |
| Participant deferral / active EE | $578 | $2,927-80.2% | $3,876-85.1% | $4,194-86.2% |
| Admin fee / account holder | $561 | $4,154-86.5% | $6,173-90.9% | $7,856-92.9% |