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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 | $6,310 | $100,970-93.8% | $96,576-93.5% | $137,256-95.4% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 10.91% | 38.16%-27.3pp | 38.47%-27.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,392 | $3,809-63.5% | $3,553-60.8% | $4,156-66.5% |
| Participant deferral / active EE | $1,715 | $8,286-79.3% | $7,956-78.4% | $6,407-73.2% |
| Admin fee / account holder | $7,694 | $11,312-32.0% | $11,381-32.4% | $12,270-37.3% |