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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 | $6,315 | $58,828-89.3% | $78,002-91.9% | $62,881-90.0% |
| Participation rate | 48.5% | 71.1%-22.6pp | 75.5%-27.0pp | 69.3%-20.8pp |
| Annual return | 4.13% | 17.16%-13.0pp | 425.99%-421.9pp | 20.14%-16.0pp |
| Employer contribution / active EE | $564 | $1,672-66.3% | $2,470-77.2% | $2,281-75.3% |
| Participant deferral / active EE | $847 | $2,686-68.4% | $3,497-75.8% | $3,203-73.5% |
| Admin fee / account holder | $1,223 | $4,393-72.2% | $5,481-77.7% | $4,296-71.5% |