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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 | $6,501 | $49,025-86.7% | $87,502-92.6% | $62,881-89.7% |
| Participation rate | 48.1% | 64.9%-16.7pp | 73.8%-25.7pp | 69.3%-21.2pp |
| Annual return | 3.89% | 10.02%-6.1pp | 12.21%-8.3pp | 20.14%-16.3pp |
| Employer contribution / active EE | $272 | $1,372-80.2% | $2,550-89.3% | $2,281-88.1% |
| Participant deferral / active EE | $715 | $2,289-68.8% | $3,149-77.3% | $3,203-77.7% |
| Admin fee / account holder | $642 | $4,065-84.2% | $4,221-84.8% | $4,296-85.1% |