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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 | $4,126 | $71,878-94.3% | $86,698-95.2% | $68,486-94.0% |
| Participation rate | 38.1% | 72.2%-34.2pp | 76.6%-38.5pp | 67.9%-29.8pp |
| Annual return | -41.16% | 3.53%-44.7pp | 35.95%-77.1pp | -7.85%-33.3pp |
| Employer contribution / active EE | $1,626 | $2,173-25.2% | $2,837-42.7% | $2,597-37.4% |
| Participant deferral / active EE | $1,686 | $3,779-55.4% | $4,656-63.8% | $4,028-58.1% |
| Admin fee / account holder | $3,348 | $6,113-45.2% | $7,493-55.3% | $5,404-38.1% |