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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 | $5,730 | $58,057-90.1% | $97,032-94.1% | $86,983-93.4% |
| Participation rate | 32.7% | 60.4%-27.6pp | 71.6%-38.8pp | 69.5%-36.8pp |
| Annual return | 11.78% | 22.26%-10.5pp | 35.38%-23.6pp | 25.83%-14.0pp |
| Employer contribution / active EE | $128 | $1,663-92.3% | $2,629-95.1% | $2,584-95.0% |
| Participant deferral / active EE | $348 | $3,244-89.3% | $4,672-92.6% | $4,194-91.7% |
| Admin fee / account holder | $1,483 | $4,839-69.4% | $9,418-84.3% | $7,856-81.1% |