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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 | $4,620 | $56,484-91.8% | $169,452-97.3% | $64,173-92.8% |
| Participation rate | 46.2% | 64.5%-18.4pp | 77.8%-31.6pp | 69.6%-23.4pp |
| Annual return | -13.62% | -1.55%-12.1pp | 1.83%-15.5pp | 7.63%-21.3pp |
| Employer contribution / active EE | $652 | $1,832-64.4% | $4,157-84.3% | $2,381-72.6% |
| Participant deferral / active EE | $731 | $3,448-78.8% | $5,277-86.1% | $3,470-78.9% |
| Admin fee / account holder | $435 | $4,174-89.6% | $9,110-95.2% | $4,887-91.1% |