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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 | $8,400 | $59,813-86.0% | $79,580-89.4% | $68,486-87.7% |
| Participation rate | 20.0% | 61.1%-41.1pp | 69.5%-49.5pp | 67.9%-47.9pp |
| Annual return | -20.68% | -12.30%-8.4pp | 0.15%-20.8pp | -7.85%-12.8pp |
| Employer contribution / active EE | $397 | $1,505-73.7% | $2,413-83.6% | $2,597-84.7% |
| Participant deferral / active EE | $531 | $3,024-82.4% | $3,985-86.7% | $4,028-86.8% |
| Admin fee / account holder | $336 | $4,835-93.1% | $6,835-95.1% | $5,404-93.8% |