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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 | $4,319 | $117,895-96.3% | $102,460-95.8% | $145,897-97.0% |
| Participation rate | 37.5% | 78.6%-41.1pp | 76.5%-39.0pp | 80.3%-42.8pp |
| Annual return | 8.49% | 31.92%-23.4pp | 29.47%-21.0pp | 552.29%-543.8pp |
| Employer contribution / active EE | $1,026 | $3,619-71.6% | $3,025-66.1% | $4,663-78.0% |
| Participant deferral / active EE | $1,718 | $5,736-70.1% | $5,056-66.0% | $6,689-74.3% |
| Admin fee / account holder | $2,814 | $13,353-78.9% | $9,460-70.3% | $13,390-79.0% |