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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 | $11,426 | $83,908-86.4% | $68,509-83.3% | $125,389-90.9% |
| Participation rate | 40.0% | 78.2%-38.2pp | 74.7%-34.7pp | 83.2%-43.2pp |
| Annual return | -5.79% | 14.48%-20.3pp | 8.27%-14.1pp | 282.24%-288.0pp |
| Employer contribution / active EE | $388 | $3,031-87.2% | $2,278-83.0% | $4,866-92.0% |
| Participant deferral / active EE | $807 | $4,125-80.4% | $3,382-76.2% | $5,352-84.9% |
| Admin fee / account holder | $801 | $8,982-91.1% | $5,275-84.8% | $9,541-91.6% |