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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 | $5,019 | $77,962-93.6% | $178,540-97.2% | $80,935-93.8% |
| Participation rate | 47.2% | 65.7%-18.4pp | 77.1%-29.9pp | 67.7%-20.4pp |
| Annual return | 8.94% | 18.10%-9.2pp | 27.15%-18.2pp | 35.66%-26.7pp |
| Employer contribution / active EE | $503 | $2,280-77.9% | $3,953-87.3% | $2,757-81.7% |
| Participant deferral / active EE | $661 | $4,404-85.0% | $6,281-89.5% | $4,299-84.6% |
| Admin fee / account holder | $695 | $7,156-90.3% | $10,424-93.3% | $6,924-90.0% |