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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 | $6,738 | $62,583-89.2% | $76,767-91.2% | $64,173-89.5% |
| Participation rate | 51.2% | 72.8%-21.6pp | 77.0%-25.7pp | 69.6%-18.3pp |
| Annual return | -9.36% | -1.95%-7.4pp | 2.43%-11.8pp | 7.63%-17.0pp |
| Employer contribution / active EE | $628 | $1,832-65.7% | $2,485-74.7% | $2,381-73.6% |
| Participant deferral / active EE | $922 | $3,145-70.7% | $3,852-76.1% | $3,470-73.4% |
| Admin fee / account holder | $649 | $4,667-86.1% | $6,675-90.3% | $4,887-86.7% |