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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 | $10,711 | $73,988-85.5% | $96,538-88.9% | $75,177-85.8% |
| Participation rate | 60.0% | 66.4%-6.4pp | 74.3%-14.3pp | 67.2%-7.2pp |
| Annual return | 5.61% | 26.73%-21.1pp | 35.74%-30.1pp | 160.75%-155.1pp |
| Employer contribution / active EE | $888 | $2,930-69.7% | $3,740-76.2% | $2,671-66.7% |
| Participant deferral / active EE | $1,154 | $3,660-68.5% | $4,880-76.4% | $4,126-72.0% |
| Admin fee / account holder | $426 | $5,220-91.8% | $6,737-93.7% | $5,651-92.5% |