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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 | $22,178 | $81,208-72.7% | $98,920-77.6% | $79,852-72.2% |
| Participation rate | 69.2% | 72.5%-3.3pp | 76.0%-6.8pp | 69.6%-0.4pp |
| Annual return | 1.95% | 60.99%-59.0pp | 196.47%-194.5pp | 31.72%-29.8pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $958 | $3,265-70.7% | $4,245-77.4% | $3,740-74.4% |
| Admin fee / account holder | $533 | $6,013-91.1% | $6,643-92.0% | $5,306-90.0% |