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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 | $3,840 | $107,666-96.4% | $102,184-96.2% | $154,746-97.5% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.6%-32.6pp | 80.7%-30.7pp |
| Annual return | 6.09% | 29.33%-23.2pp | 31.58%-25.5pp | 172.34%-166.2pp |
| Employer contribution / active EE | $370 | $3,846-90.4% | $3,594-89.7% | $4,379-91.5% |
| Participant deferral / active EE | $355 | $8,719-95.9% | $8,309-95.7% | $6,730-94.7% |
| Admin fee / account holder | $1,253 | $12,943-90.3% | $11,609-89.2% | $14,365-91.3% |