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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 | $20,806 | $89,769-76.8% | $76,767-72.9% | - |
| Participation rate | 40.4% | 75.1%-34.7pp | 77.0%-36.6pp | - |
| Annual return | -7.81% | -5.73%-2.1pp | 2.43%-10.2pp | - |
| Employer contribution / active EE | $802 | $1,505-46.7% | $2,485-67.7% | - |
| Participant deferral / active EE | $1,375 | $3,196-57.0% | $3,852-64.3% | - |
| Admin fee / account holder | $1,295 | $4,068-68.2% | $6,675-80.6% | - |