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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 | $9,917 | $86,701-88.6% | $73,309-86.5% | $125,388-92.1% |
| Participation rate | 55.6% | 78.6%-23.1pp | 74.9%-19.4pp | 83.2%-27.6pp |
| Annual return | -6.58% | 2.78%-9.4pp | 5.67%-12.3pp | 282.24%-288.8pp |
| Employer contribution / active EE | $632 | $4,152-84.8% | $3,237-80.5% | $4,866-87.0% |
| Participant deferral / active EE | $1,020 | $5,549-81.6% | $4,991-79.6% | $5,352-80.9% |
| Admin fee / account holder | $5,115 | $7,768-34.2% | $5,635-9.2% | $9,541-46.4% |