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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 | $7,829 | $56,484-86.1% | $169,452-95.4% | $64,173-87.8% |
| Participation rate | 58.8% | 64.5%-5.7pp | 77.8%-19.0pp | 69.6%-10.7pp |
| Annual return | -9.80% | -1.55%-8.2pp | 1.83%-11.6pp | 7.63%-17.4pp |
| Employer contribution / active EE | $1,030 | $1,832-43.8% | $4,157-75.2% | $2,381-56.7% |
| Participant deferral / active EE | $565 | $3,448-83.6% | $5,277-89.3% | $3,470-83.7% |
| Admin fee / account holder | $573 | $4,174-86.3% | $9,110-93.7% | $4,887-88.3% |