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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 | $20,382 | $56,197-63.7% | $67,652-69.9% | $59,633-65.8% |
| Participation rate | 55.6% | 71.5%-15.9pp | 75.7%-20.1pp | 68.7%-13.1pp |
| Annual return | -3.76% | 18508.10%-18511.9pp | 6625.40%-6629.2pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $618 | $1,615-61.7% | $2,266-72.7% | $2,203-71.9% |
| Participant deferral / active EE | $1,096 | $2,844-61.5% | $3,560-69.2% | $3,192-65.7% |
| Admin fee / account holder | $521 | $3,958-86.8% | $4,821-89.2% | $4,297-87.9% |