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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 | $2,540 | $58,848-95.7% | $88,179-97.1% | $82,637-96.9% |
| Participation rate | 41.3% | 57.9%-16.6pp | 69.1%-27.8pp | 68.1%-26.8pp |
| Annual return | 7.40% | 22.76%-15.4pp | 64.97%-57.6pp | 53.51%-46.1pp |
| Employer contribution / active EE | $773 | $1,678-54.0% | $2,549-69.7% | $2,552-69.7% |
| Participant deferral / active EE | $209 | $3,124-93.3% | $4,614-95.5% | $4,126-94.9% |
| Admin fee / account holder | $499 | $4,795-89.6% | $7,673-93.5% | $7,339-93.2% |