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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 | $105,158-94.5% | $94,672-93.9% | $139,487-95.9% |
| Participation rate | 45.8% | 82.4%-36.5pp | 80.8%-35.0pp | 80.3%-34.5pp |
| Annual return | 10.07% | 38.11%-28.0pp | 156.89%-146.8pp | 373.84%-363.8pp |
| Employer contribution / active EE | $542 | $4,107-86.8% | $3,673-85.2% | $4,755-88.6% |
| Participant deferral / active EE | $1,084 | $7,599-85.7% | $7,417-85.4% | $6,713-83.8% |
| Admin fee / account holder | $626 | $8,972-93.0% | $7,222-91.3% | $11,407-94.5% |