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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 | $6,516 | $88,707-92.7% | $74,184-91.2% | $273,972-97.6% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.6%-19.5pp | 83.0%-25.9pp |
| Annual return | -3.12% | 11.94%-15.1pp | 17.74%-20.9pp | 41.46%-44.6pp |
| Employer contribution / active EE | $1,429 | $3,159-54.8% | $2,370-39.7% | $4,869-70.7% |
| Participant deferral / active EE | $969 | $4,212-77.0% | $3,550-72.7% | $5,287-81.7% |
| Admin fee / account holder | $7,569 | $8,717-13.2% | $5,586+35.5% | $10,133-25.3% |