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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 | $18,482 | $62,589-70.5% | $76,768-75.9% | $64,173-71.2% |
| Participation rate | 43.8% | 72.8%-29.0pp | 77.0%-33.1pp | 69.6%-25.7pp |
| Annual return | -7.67% | -1.95%-5.7pp | 2.43%-10.1pp | 7.63%-15.3pp |
| Employer contribution / active EE | $726 | $1,832-60.4% | $2,485-70.8% | $2,381-69.5% |
| Participant deferral / active EE | $1,259 | $3,145-60.0% | $3,852-67.3% | $3,470-63.7% |
| Admin fee / account holder | $4,489 | $4,667-3.8% | $6,675-32.7% | $4,887-8.1% |