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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 | $12,317 | $167,362-92.6% | $143,799-91.4% | $134,532-90.8% |
| Participation rate | 58.8% | 84.8%-26.0pp | 80.3%-21.5pp | 81.2%-22.4pp |
| Annual return | -22.71% | 0.47%-23.2pp | -0.04%-22.7pp | 418.27%-441.0pp |
| Employer contribution / active EE | $4,969 | $5,620-11.6% | $4,952+0.3% | $4,741+4.8% |
| Participant deferral / active EE | $1,481 | $6,447-77.0% | $5,638-73.7% | $6,401-76.9% |
| Admin fee / account holder | $3,145 | $18,094-82.6% | $14,677-78.6% | $11,429-72.5% |