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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 | $4,736 | $64,359-92.6% | $90,161-94.7% | $70,126-93.2% |
| Participation rate | 17.6% | 70.4%-52.8pp | 76.9%-59.2pp | 69.5%-51.9pp |
| Annual return | 11.87% | 28.13%-16.3pp | 34.89%-23.0pp | 73.15%-61.3pp |
| Employer contribution / active EE | $253 | $2,046-87.6% | $3,318-92.4% | $2,343-89.2% |
| Participant deferral / active EE | $464 | $4,389-89.4% | $5,287-91.2% | $3,332-86.1% |
| Admin fee / account holder | $5,519 | $3,945+39.9% | $5,943-7.1% | $4,645+18.8% |