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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 | $18,366 | $142,392-87.1% | $119,622-84.6% | $134,532-86.3% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -34.88% | -12.46%-22.4pp | -14.98%-19.9pp | 418.27%-453.1pp |
| Employer contribution / active EE | $1,558 | $5,224-70.2% | $4,232-63.2% | $4,741-67.1% |
| Participant deferral / active EE | $1,947 | $6,467-69.9% | $5,601-65.2% | $6,401-69.6% |
| Admin fee / account holder | $640 | $13,593-95.3% | $10,328-93.8% | $11,429-94.4% |