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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 | $18,638 | $62,583-70.2% | $76,767-75.7% | $64,173-71.0% |
| Participation rate | 60.0% | 72.8%-12.8pp | 77.0%-17.0pp | 69.6%-9.6pp |
| Annual return | -7.56% | -1.95%-5.6pp | 2.43%-10.0pp | 7.63%-15.2pp |
| Employer contribution / active EE | $903 | $1,832-50.7% | $2,485-63.7% | $2,381-62.1% |
| Participant deferral / active EE | $1,243 | $3,145-60.5% | $3,852-67.7% | $3,470-64.2% |
| Admin fee / account holder | $1,270 | $4,667-72.8% | $6,675-81.0% | $4,887-74.0% |