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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 | $5,871 | $92,219-93.6% | $76,767-92.4% | $135,380-95.7% |
| Participation rate | 46.2% | 79.8%-33.6pp | 77.0%-30.8pp | 82.6%-36.5pp |
| Annual return | -11.61% | 5.46%-17.1pp | 2.43%-14.0pp | 519.81%-531.4pp |
| Employer contribution / active EE | $1,017 | $3,216-68.4% | $2,485-59.1% | $4,779-78.7% |
| Participant deferral / active EE | $1,308 | $4,508-71.0% | $3,852-66.0% | $5,609-76.7% |
| Admin fee / account holder | $548 | $10,749-94.9% | $6,675-91.8% | $10,828-94.9% |