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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 | $17,790 | $56,197-68.3% | $67,652-73.7% | $59,633-70.2% |
| Participation rate | 29.3% | 71.5%-42.1pp | 75.7%-46.3pp | 68.7%-39.3pp |
| Annual return | -2.40% | 18508.10%-18510.5pp | 6625.40%-6627.8pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $598 | $1,615-62.9% | $2,266-73.6% | $2,203-72.8% |
| Participant deferral / active EE | $1,003 | $2,844-64.7% | $3,560-71.8% | $3,192-68.6% |
| Admin fee / account holder | $1,089 | $3,958-72.5% | $4,821-77.4% | $4,297-74.6% |