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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 | $7,504 | $88,707-91.5% | $74,184-89.9% | $273,972-97.3% |
| Participation rate | 42.9% | 79.4%-36.6pp | 76.6%-33.8pp | 83.0%-40.2pp |
| Annual return | -2.14% | 11.94%-14.1pp | 17.74%-19.9pp | 41.46%-43.6pp |
| Employer contribution / active EE | $669 | $3,159-78.8% | $2,370-71.8% | $4,869-86.3% |
| Participant deferral / active EE | $1,022 | $4,212-75.7% | $3,550-71.2% | $5,287-80.7% |
| Admin fee / account holder | $358 | $8,717-95.9% | $5,586-93.6% | $10,133-96.5% |