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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 | $5,647 | $53,128-89.4% | $86,582-93.5% | $70,126-91.9% |
| Participation rate | 43.3% | 65.3%-22.0pp | 73.5%-30.2pp | 69.5%-26.2pp |
| Annual return | 11.47% | 27.66%-16.2pp | 965.08%-953.6pp | 73.15%-61.7pp |
| Employer contribution / active EE | $246 | $2,068-88.1% | $2,839-91.3% | $2,343-89.5% |
| Participant deferral / active EE | $420 | $2,695-84.4% | $3,609-88.4% | $3,332-87.4% |
| Admin fee / account holder | $614 | $3,584-82.9% | $4,904-87.5% | $4,645-86.8% |