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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 | $20,640 | $71,873-71.3% | $86,698-76.2% | $68,490-69.9% |
| Participation rate | 45.7% | 72.2%-26.6pp | 76.6%-30.9pp | 67.9%-22.2pp |
| Annual return | -23.32% | 3.54%-26.9pp | 35.96%-59.3pp | -7.85%-15.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $441 | $3,779-88.3% | $4,656-90.5% | $4,028-89.1% |
| Admin fee / account holder | $683 | $6,110-88.8% | $7,492-90.9% | $5,403-87.4% |