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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 | $11,136 | $111,785-90.0% | $93,669-88.1% | $145,877-92.4% |
| Participation rate | 30.0% | 74.2%-44.2pp | 68.7%-38.7pp | 80.3%-50.3pp |
| Annual return | 7.35% | 203.79%-196.4pp | 133.59%-126.2pp | 551.28%-543.9pp |
| Employer contribution / active EE | $614 | $3,096-80.2% | $2,424-74.7% | $4,663-86.8% |
| Participant deferral / active EE | $734 | $4,919-85.1% | $4,416-83.4% | $6,691-89.0% |
| Admin fee / account holder | $518 | $10,256-94.9% | $8,291-93.7% | $13,402-96.1% |