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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 | $1,443 | $124,425-98.8% | $112,040-98.7% | $137,256-98.9% |
| Participation rate | 45.5% | 79.3%-33.9pp | 76.5%-31.0pp | 80.0%-34.5pp |
| Annual return | 3.40% | 24.72%-21.3pp | 24.52%-21.1pp | 220.34%-216.9pp |
| Employer contribution / active EE | $863 | $3,411-74.7% | $2,954-70.8% | $4,156-79.2% |
| Participant deferral / active EE | $1,286 | $5,718-77.5% | $5,098-74.8% | $6,407-79.9% |
| Admin fee / account holder | $2,178 | $15,207-85.7% | $12,098-82.0% | $12,270-82.3% |