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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 | $17,542 | $71,215-75.4% | $93,696-81.3% | $80,935-78.3% |
| Participation rate | 41.3% | 60.4%-19.1pp | 68.7%-27.4pp | 67.7%-26.3pp |
| Annual return | 9.14% | 11.27%-2.1pp | 133.74%-124.6pp | 35.66%-26.5pp |
| Employer contribution / active EE | $525 | $1,565-66.4% | $2,422-78.3% | $2,757-80.9% |
| Participant deferral / active EE | $673 | $4,037-83.3% | $4,417-84.8% | $4,299-84.4% |
| Admin fee / account holder | $770 | $6,958-88.9% | $8,287-90.7% | $6,924-88.9% |