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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 | $10,938 | $71,872-84.8% | $86,691-87.4% | $68,495-84.0% |
| Participation rate | 56.9% | 72.2%-15.3pp | 76.6%-19.6pp | 67.9%-10.9pp |
| Annual return | -21.64% | 3.53%-25.2pp | 35.94%-57.6pp | -7.84%-13.8pp |
| Employer contribution / active EE | $946 | $2,173-56.4% | $2,837-66.6% | $2,596-63.5% |
| Participant deferral / active EE | $1,435 | $3,779-62.0% | $4,656-69.2% | $4,028-64.4% |
| Admin fee / account holder | $315 | $6,112-94.9% | $7,492-95.8% | $5,403-94.2% |