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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 | $14,468 | $73,009-80.2% | $90,756-84.1% | $68,495-78.9% |
| Participation rate | 51.2% | 70.8%-19.7pp | 75.7%-24.5pp | 67.9%-16.7pp |
| Annual return | -19.36% | -13.81%-5.5pp | -12.16%-7.2pp | -7.84%-11.5pp |
| Employer contribution / active EE | $762 | $2,193-65.3% | $2,922-73.9% | $2,596-70.7% |
| Participant deferral / active EE | $1,547 | $3,626-57.3% | $4,565-66.1% | $4,028-61.6% |
| Admin fee / account holder | $616 | $5,896-89.6% | $8,445-92.7% | $5,403-88.6% |