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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 | $5,490 | $98,776-94.4% | $149,745-96.3% | $79,856-93.1% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.6%-3.0pp |
| Annual return | 8.63% | 27.38%-18.7pp | 276.72%-268.1pp | 31.71%-23.1pp |
| Employer contribution / active EE | $706 | $3,217-78.1% | $4,646-84.8% | $2,471-71.4% |
| Participant deferral / active EE | $1,009 | $5,681-82.2% | $6,843-85.3% | $3,741-73.0% |
| Admin fee / account holder | $3,653 | $6,053-39.7% | $9,312-60.8% | $5,306-31.2% |