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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 | $5,776 | $41,377-86.0% | $109,313-94.7% | $62,881-90.8% |
| Participation rate | 42.9% | 57.5%-14.7pp | 71.3%-28.4pp | 69.3%-26.4pp |
| Annual return | -1.72% | 11.05%-12.8pp | 22.07%-23.8pp | 20.14%-21.9pp |
| Employer contribution / active EE | $405 | $1,276-68.2% | $3,892-89.6% | $2,281-82.2% |
| Participant deferral / active EE | $546 | $2,045-73.3% | $3,166-82.7% | $3,203-82.9% |
| Admin fee / account holder | $999 | $2,884-65.4% | $5,666-82.4% | $4,296-76.7% |