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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 | $11,392 | $77,638-85.3% | $156,551-92.7% | $62,881-81.9% |
| Participation rate | 53.8% | 71.2%-17.4pp | 84.0%-30.2pp | 69.3%-15.5pp |
| Annual return | 1.87% | 50.33%-48.5pp | 32.23%-30.4pp | 20.14%-18.3pp |
| Employer contribution / active EE | $616 | $3,444-82.1% | $5,501-88.8% | $2,281-73.0% |
| Participant deferral / active EE | $291 | $3,046-90.4% | $4,871-94.0% | $3,203-90.9% |
| Admin fee / account holder | $363 | $5,561-93.5% | $13,028-97.2% | $4,296-91.6% |