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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 | $4,838 | $78,520-93.8% | $96,576-95.0% | $82,448-94.1% |
| Participation rate | 12.9% | 77.7%-64.8pp | 81.4%-68.5pp | 68.1%-55.2pp |
| Annual return | 10.43% | 41.30%-30.9pp | 38.47%-28.0pp | 41.64%-31.2pp |
| Employer contribution / active EE | $77 | $2,630-97.1% | $3,553-97.8% | $2,551-97.0% |
| Participant deferral / active EE | $109 | $6,754-98.4% | $7,956-98.6% | $4,139-97.4% |
| Admin fee / account holder | $3,156 | $13,455-76.5% | $11,381-72.3% | $7,234-56.4% |