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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 | $14,745 | $73,009-79.8% | $90,760-83.8% | $68,486-78.5% |
| Participation rate | 32.4% | 70.8%-38.4pp | 75.7%-43.3pp | 67.9%-35.5pp |
| Annual return | -21.55% | -13.81%-7.7pp | -12.16%-9.4pp | -7.85%-13.7pp |
| Employer contribution / active EE | $765 | $2,193-65.1% | $2,922-73.8% | $2,597-70.5% |
| Participant deferral / active EE | $1,266 | $3,626-65.1% | $4,565-72.3% | $4,028-68.6% |
| Admin fee / account holder | $1,484 | $5,896-74.8% | $8,444-82.4% | $5,404-72.5% |