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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 | $17,310 | $65,704-73.7% | $94,229-81.6% | $59,633-71.0% |
| Participation rate | 54.8% | 72.1%-17.3pp | 78.8%-23.9pp | 68.7%-13.8pp |
| Annual return | -5.90% | 5.22%-11.1pp | 10.68%-16.6pp | 2041.45%-2047.4pp |
| Employer contribution / active EE | $473 | $2,021-76.6% | $3,587-86.8% | $2,203-78.5% |
| Participant deferral / active EE | $1,368 | $3,143-56.5% | $4,320-68.3% | $3,192-57.1% |
| Admin fee / account holder | $433 | $4,265-89.8% | $6,269-93.1% | $4,297-89.9% |