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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 | $10,035 | $87,546-88.5% | $75,784-86.8% | $125,389-92.0% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -5.79% | 13.49%-19.3pp | 9.68%-15.5pp | 282.24%-288.0pp |
| Employer contribution / active EE | $514 | $3,930-86.9% | $3,323-84.5% | $4,866-89.4% |
| Participant deferral / active EE | $897 | $4,230-78.8% | $3,652-75.4% | $5,352-83.2% |
| Admin fee / account holder | $482 | $6,503-92.6% | $5,300-90.9% | $9,541-94.9% |