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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 | $9,069 | $81,476-88.9% | $102,383-91.1% | $80,925-88.8% |
| Participation rate | 43.9% | 66.8%-22.9pp | 74.5%-30.6pp | 67.7%-23.8pp |
| Annual return | 1.56% | 25.59%-24.0pp | 24.94%-23.4pp | 35.65%-34.1pp |
| Employer contribution / active EE | $2,527 | $3,105-18.6% | $3,870-34.7% | $2,756-8.3% |
| Participant deferral / active EE | $128 | $3,871-96.7% | $5,060-97.5% | $4,299-97.0% |
| Admin fee / account holder | $1,019 | $6,717-84.8% | $8,391-87.9% | $6,940-85.3% |