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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 | $7,073 | $73,009-90.3% | $90,760-92.2% | $68,486-89.7% |
| Participation rate | 47.3% | 70.8%-23.6pp | 75.7%-28.4pp | 67.9%-20.6pp |
| Annual return | -23.85% | -13.81%-10.0pp | -12.16%-11.7pp | -7.85%-16.0pp |
| Employer contribution / active EE | $981 | $2,193-55.3% | $2,922-66.4% | $2,597-62.2% |
| Participant deferral / active EE | $1,422 | $3,626-60.8% | $4,565-68.8% | $4,028-64.7% |
| Admin fee / account holder | $742 | $5,896-87.4% | $8,444-91.2% | $5,404-86.3% |