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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 | $10,483 | $167,353-93.7% | $143,797-92.7% | $134,545-92.2% |
| Participation rate | 56.3% | 84.8%-28.6pp | 80.3%-24.1pp | 81.2%-25.0pp |
| Annual return | -22.34% | 0.48%-22.8pp | -0.04%-22.3pp | 418.37%-440.7pp |
| Employer contribution / active EE | $4,557 | $5,620-18.9% | $4,952-8.0% | $4,742-3.9% |
| Participant deferral / active EE | $1,910 | $6,447-70.4% | $5,638-66.1% | $6,401-70.2% |
| Admin fee / account holder | $1,642 | $18,096-90.9% | $14,679-88.8% | $11,431-85.6% |