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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 | $4,061 | $78,690-94.8% | $161,489-97.5% | $87,485-95.4% |
| Participation rate | 66.7% | 67.5%-0.8pp | 78.7%-12.0pp | 68.9%-2.3pp |
| Annual return | 8.18% | 32.74%-24.6pp | 89.72%-81.5pp | 26.06%-17.9pp |
| Employer contribution / active EE | $1,667 | $2,588-35.6% | $4,268-61.0% | $2,596-35.8% |
| Participant deferral / active EE | $180 | $3,311-94.6% | $5,630-96.8% | $4,274-95.8% |
| Admin fee / account holder | $558 | $6,724-91.7% | $16,006-96.5% | $7,775-92.8% |