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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 | $5,189 | $127,387-95.9% | $115,038-95.5% | $125,389-95.9% |
| Participation rate | 58.3% | 84.2%-25.8pp | 81.4%-23.0pp | 83.2%-24.9pp |
| Annual return | -10.21% | 31.28%-41.5pp | 26.14%-36.4pp | 282.24%-292.5pp |
| Employer contribution / active EE | $861 | $5,166-83.3% | $4,608-81.3% | $4,866-82.3% |
| Participant deferral / active EE | $1,458 | $6,423-77.3% | $6,026-75.8% | $5,352-72.8% |
| Admin fee / account holder | $458 | $9,516-95.2% | $8,175-94.4% | $9,541-95.2% |