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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 | $8,013 | $85,169-90.6% | $172,755-95.4% | $72,983-89.0% |
| Participation rate | 48.6% | 70.1%-21.4pp | 82.6%-34.0pp | 69.5%-20.8pp |
| Annual return | 4.96% | 27.32%-22.4pp | 802.94%-798.0pp | 81.01%-76.0pp |
| Employer contribution / active EE | $510 | $3,324-84.7% | $5,144-90.1% | $2,440-79.1% |
| Participant deferral / active EE | $796 | $3,260-75.6% | $5,198-84.7% | $3,608-77.9% |
| Admin fee / account holder | $2,970 | $5,880-49.5% | $13,955-78.7% | $5,124-42.0% |