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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 | $6,762 | $48,284-86.0% | $67,524-90.0% | $80,911-91.6% |
| Participation rate | 61.7% | 66.4%-4.7pp | 72.9%-11.2pp | 67.6%-5.9pp |
| Annual return | 1.94% | 18.27%-16.3pp | 3519.41%-3517.5pp | 35.63%-33.7pp |
| Employer contribution / active EE | $538 | $2,021-73.4% | $2,734-80.3% | $2,756-80.5% |
| Participant deferral / active EE | $573 | $2,927-80.4% | $4,001-85.7% | $4,297-86.7% |
| Admin fee / account holder | $578 | $3,688-84.3% | $4,001-85.5% | $6,935-91.7% |