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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 | $3,604 | $117,846-96.9% | $102,434-96.5% | $145,884-97.5% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 7.19% | 31.90%-24.7pp | 29.46%-22.3pp | 551.85%-544.7pp |
| Employer contribution / active EE | $1,009 | $3,615-72.1% | $3,023-66.6% | $4,662-78.4% |
| Participant deferral / active EE | $1,393 | $5,733-75.7% | $5,055-72.4% | $6,690-79.2% |
| Admin fee / account holder | $1,846 | $13,356-86.2% | $9,462-80.5% | $13,392-86.2% |