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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 | $9,598 | $45,087-78.7% | $69,483-86.2% | $72,976-86.8% |
| Participation rate | 69.0% | 68.5%+0.6pp | 74.6%-5.6pp | 69.5%-0.4pp |
| Annual return | 4.57% | 22.67%-18.1pp | 28.99%-24.4pp | 81.02%-76.4pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $746 | $2,603-71.3% | $3,537-78.9% | $3,608-79.3% |
| Admin fee / account holder | $670 | $3,057-78.1% | $3,841-82.6% | $5,124-86.9% |