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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 | $6,981 | $76,551-90.9% | $123,894-94.4% | $62,881-88.9% |
| Participation rate | 53.8% | 73.0%-19.1pp | 81.4%-27.6pp | 69.3%-15.5pp |
| Annual return | 5.84% | 18.68%-12.8pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $494 | $2,882-82.9% | $4,617-89.3% | $2,281-78.3% |
| Participant deferral / active EE | $787 | $4,840-83.7% | $5,984-86.9% | $3,203-75.4% |
| Admin fee / account holder | $857 | $4,826-82.3% | $8,357-89.8% | $4,296-80.1% |