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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 | $25,820 | $110,083-76.5% | $151,645-83.0% | $68,490-62.3% |
| Participation rate | 59.1% | 84.0%-24.9pp | 87.5%-28.4pp | 67.9%-8.8pp |
| Annual return | -19.47% | -10.12%-9.4pp | 3.34%-22.8pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,520 | $4,470-66.0% | $6,165-75.3% | $2,597-41.5% |
| Participant deferral / active EE | $1,901 | $6,526-70.9% | $8,363-77.3% | $4,028-52.8% |
| Admin fee / account holder | $2,813 | $7,718-63.6% | $11,614-75.8% | $5,403-47.9% |