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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 | $15,944 | $71,873-77.8% | $86,698-81.6% | $68,490-76.7% |
| Participation rate | 43.4% | 72.2%-28.9pp | 76.6%-33.2pp | 67.9%-24.5pp |
| Annual return | -21.80% | 3.54%-25.3pp | 35.96%-57.8pp | -7.85%-13.9pp |
| Employer contribution / active EE | $800 | $2,173-63.2% | $2,837-71.8% | $2,597-69.2% |
| Participant deferral / active EE | $1,335 | $3,779-64.7% | $4,656-71.3% | $4,028-66.9% |
| Admin fee / account holder | $358 | $6,110-94.1% | $7,492-95.2% | $5,403-93.4% |