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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 | $9,008 | $83,485-89.2% | $125,195-92.8% | $72,976-87.7% |
| Participation rate | 59.6% | 73.3%-13.7pp | 79.8%-20.1pp | 69.5%-9.8pp |
| Annual return | 14.96% | 25.77%-10.8pp | 43.79%-28.8pp | 81.02%-66.1pp |
| Employer contribution / active EE | $1,139 | $2,346-51.5% | $3,866-70.5% | $2,440-53.3% |
| Participant deferral / active EE | $1,339 | $3,586-62.7% | $4,937-72.9% | $3,608-62.9% |
| Admin fee / account holder | $5,804 | $5,518+5.2% | $9,704-40.2% | $5,124+13.3% |