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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 | $7,844 | $56,054-86.0% | $171,082-95.4% | $62,881-87.5% |
| Participation rate | 28.6% | 62.9%-34.3pp | 76.7%-48.1pp | 69.3%-40.7pp |
| Annual return | 2.84% | 22.52%-19.7pp | 32.56%-29.7pp | 20.14%-17.3pp |
| Employer contribution / active EE | $551 | $1,731-68.2% | $4,002-86.2% | $2,281-75.8% |
| Participant deferral / active EE | $759 | $3,158-76.0% | $4,797-84.2% | $3,203-76.3% |
| Admin fee / account holder | $5,923 | $3,647+62.4% | $8,520-30.5% | $4,296+37.9% |