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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 | $14,419 | $107,421-86.6% | $182,262-92.1% | $94,015-84.7% |
| Participation rate | 28.7% | 77.8%-49.0pp | 84.2%-55.5pp | 70.8%-42.1pp |
| Annual return | 7.82% | 21.32%-13.5pp | 140.60%-132.8pp | 17.84%-10.0pp |
| Employer contribution / active EE | $568 | $3,448-83.5% | $5,046-88.7% | $2,790-79.7% |
| Participant deferral / active EE | $1,287 | $6,558-80.4% | $8,276-84.5% | $4,249-69.7% |
| Admin fee / account holder | $1,128 | $8,692-87.0% | $16,712-93.2% | $8,951-87.4% |