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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 | $5,954 | $54,380-89.1% | $68,509-91.3% | $59,633-90.0% |
| Participation rate | 48.4% | 70.2%-21.8pp | 74.7%-26.3pp | 68.7%-20.3pp |
| Annual return | -5.36% | 2.83%-8.2pp | 8.27%-13.6pp | 2041.45%-2046.8pp |
| Employer contribution / active EE | $362 | $1,539-76.5% | $2,278-84.1% | $2,203-83.6% |
| Participant deferral / active EE | $799 | $2,643-69.8% | $3,382-76.4% | $3,192-75.0% |
| Admin fee / account holder | $1,255 | $3,885-67.7% | $5,275-76.2% | $4,297-70.8% |