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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $19,901 | $79,633-75.0% | $93,789-78.8% | $68,498-70.9% |
| Participation rate | 24.2% | 75.4%-51.1pp | 81.0%-56.7pp | 67.9%-43.6pp |
| Annual return | -19.31% | -0.10%-19.2pp | -11.33%-8.0pp | -7.84%-11.5pp |
| Employer contribution / active EE | $710 | $3,665-80.6% | $4,323-83.6% | $2,596-72.7% |
| Participant deferral / active EE | $3,277 | $5,158-36.5% | $6,094-46.2% | $4,027-18.6% |
| Admin fee / account holder | $2,261 | $6,871-67.1% | $7,195-68.6% | $5,403-58.2% |