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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 | $8,999 | $53,344-83.1% | $121,169-92.6% | $74,440-87.9% |
| Participation rate | 15.2% | 60.0%-44.8pp | 69.5%-54.3pp | 70.7%-55.5pp |
| Annual return | 11.12% | 35.15%-24.0pp | 986.71%-975.6pp | 34.37%-23.2pp |
| Employer contribution / active EE | $418 | $1,898-78.0% | $4,168-90.0% | $2,638-84.1% |
| Participant deferral / active EE | $599 | $3,221-81.4% | $4,083-85.3% | $4,529-86.8% |
| Admin fee / account holder | $1,088 | $382+184.8% | $5,645-80.7% | $348+212.7% |