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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 | $11,733 | $72,492-83.8% | $87,104-86.5% | $72,975-83.9% |
| Participation rate | 43.6% | 72.8%-29.2pp | 76.9%-33.2pp | 69.5%-25.9pp |
| Annual return | 3.59% | 24.46%-20.9pp | 28.19%-24.6pp | 81.01%-77.4pp |
| Employer contribution / active EE | $478 | $1,894-74.7% | $2,521-81.0% | $2,440-80.4% |
| Participant deferral / active EE | $478 | $3,270-85.4% | $4,048-88.2% | $3,608-86.7% |
| Admin fee / account holder | $449 | $5,055-91.1% | $7,491-94.0% | $5,124-91.2% |