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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 | $9,565 | $110,337-91.3% | $102,383-90.7% | $145,877-93.4% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 6.22% | 24.83%-18.6pp | 24.94%-18.7pp | 551.28%-545.1pp |
| Employer contribution / active EE | $1,686 | $4,216-60.0% | $3,870-56.4% | $4,663-63.8% |
| Participant deferral / active EE | $494 | $5,621-91.2% | $5,060-90.2% | $6,691-92.6% |
| Admin fee / account holder | $19,710 | $9,750+102.2% | $8,391+134.9% | $13,402+47.1% |