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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 | $11,298 | $102,385-89.0% | $147,080-92.3% | $80,935-86.0% |
| Participation rate | 41.3% | 75.9%-34.6pp | 82.2%-40.9pp | 67.7%-26.4pp |
| Annual return | 7.82% | 135.09%-127.3pp | 420.17%-412.3pp | 35.66%-27.8pp |
| Employer contribution / active EE | $2,770 | $3,717-25.5% | $4,933-43.9% | $2,757+0.5% |
| Participant deferral / active EE | $1,084 | $6,651-83.7% | $8,066-86.6% | $4,299-74.8% |
| Admin fee / account holder | $2,127 | $7,951-73.2% | $12,989-83.6% | $6,924-69.3% |