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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 | $9,570 | $41,981-77.2% | $63,412-84.9% | $59,633-84.0% |
| Participation rate | 25.3% | 60.3%-35.0pp | 67.1%-41.8pp | 68.7%-43.4pp |
| Annual return | -3.57% | 13.04%-16.6pp | 4.04%-7.6pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $268 | $1,287-79.2% | $1,814-85.2% | $2,203-87.8% |
| Participant deferral / active EE | $555 | $2,002-72.3% | $2,496-77.8% | $3,192-82.6% |
| Admin fee / account holder | $1,207 | $3,509-65.6% | $3,753-67.8% | $4,297-71.9% |