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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 | $50,554-86.6% | $67,681-90.0% | $87,485-92.2% |
| Participation rate | 30.8% | 67.7%-37.0pp | 73.7%-43.0pp | 68.9%-38.2pp |
| Annual return | 4.20% | 17.81%-13.6pp | 590.58%-586.4pp | 26.06%-21.9pp |
| Employer contribution / active EE | $578 | $1,988-70.9% | $2,678-78.4% | $2,596-77.7% |
| Participant deferral / active EE | $578 | $2,961-80.5% | $3,976-85.5% | $4,274-86.5% |
| Admin fee / account holder | $561 | $4,132-86.4% | $6,100-90.8% | $7,775-92.8% |