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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 | $7,531 | $58,726-87.2% | $142,898-94.7% | $85,851-91.2% |
| Participation rate | 19.7% | 58.5%-38.8pp | 72.0%-52.3pp | 69.3%-49.6pp |
| Annual return | 11.01% | 27.73%-16.7pp | 5639.64%-5628.6pp | 318.63%-307.6pp |
| Employer contribution / active EE | $314 | $1,424-77.9% | $4,146-92.4% | $2,565-87.7% |
| Participant deferral / active EE | $923 | $2,609-64.6% | $3,838-76.0% | $3,952-76.7% |
| Admin fee / account holder | $5,078 | $4,234+19.9% | $6,560-22.6% | $6,261-18.9% |