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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 | $13,927 | $96,236-85.5% | $133,698-89.6% | $80,959-82.8% |
| Participation rate | 48.0% | 71.2%-23.2pp | 76.4%-28.4pp | 67.7%-19.7pp |
| Annual return | 7.10% | 28.74%-21.6pp | 580.90%-573.8pp | 35.67%-28.6pp |
| Employer contribution / active EE | $939 | $3,350-72.0% | $4,218-77.7% | $2,757-65.9% |
| Participant deferral / active EE | $1,569 | $5,709-72.5% | $7,016-77.6% | $4,300-63.5% |
| Admin fee / account holder | $947 | $8,250-88.5% | $6,703-85.9% | $6,925-86.3% |