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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 | $6,085 | $55,684-89.1% | $75,900-92.0% | $72,976-91.7% |
| Participation rate | 48.9% | 61.1%-12.2pp | 69.3%-20.4pp | 69.5%-20.6pp |
| Annual return | 16.63% | 27.60%-11.0pp | 30.73%-14.1pp | 81.02%-64.4pp |
| Employer contribution / active EE | $1,682 | $1,687-0.3% | $2,501-32.8% | $2,440-31.1% |
| Participant deferral / active EE | $455 | $2,634-82.7% | $3,604-87.4% | $3,608-87.4% |
| Admin fee / account holder | $567 | $3,981-85.8% | $5,421-89.5% | $5,124-88.9% |