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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 | $2,615 | $81,457-96.8% | $103,378-97.5% | $80,911-96.8% |
| Participation rate | 60.7% | 66.8%-6.1pp | 74.5%-13.8pp | 67.6%-6.9pp |
| Annual return | 7.37% | 25.58%-18.2pp | 24.91%-17.5pp | 35.63%-28.3pp |
| Employer contribution / active EE | $1,081 | $3,107-65.2% | $3,870-72.1% | $2,756-60.8% |
| Participant deferral / active EE | $1,142 | $3,871-70.5% | $5,058-77.4% | $4,297-73.4% |
| Admin fee / account holder | $5,463 | $6,717-18.7% | $8,401-35.0% | $6,935-21.2% |