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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 | $1,011 | $75,541-98.7% | $152,093-99.3% | $82,637-98.8% |
| Participation rate | 64.3% | 66.5%-2.3pp | 77.8%-13.5pp | 68.1%-3.8pp |
| Annual return | 7.06% | 32.56%-25.5pp | 66.36%-59.3pp | 53.51%-46.4pp |
| Employer contribution / active EE | $398 | $2,622-84.8% | $4,175-90.5% | $2,552-84.4% |
| Participant deferral / active EE | $532 | $3,206-83.4% | $5,451-90.2% | $4,126-87.1% |
| Admin fee / account holder | $1,396 | $6,405-78.2% | $14,497-90.4% | $7,339-81.0% |