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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 | $17,116 | $127,387-86.6% | $115,038-85.1% | $125,389-86.3% |
| Participation rate | 57.9% | 84.2%-26.3pp | 81.4%-23.5pp | 83.2%-25.3pp |
| Annual return | -5.08% | 31.28%-36.4pp | 26.14%-31.2pp | 282.24%-287.3pp |
| Employer contribution / active EE | $1,849 | $5,166-64.2% | $4,608-59.9% | $4,866-62.0% |
| Participant deferral / active EE | $1,855 | $6,423-71.1% | $6,026-69.2% | $5,352-65.3% |
| Admin fee / account holder | $7,347 | $9,516-22.8% | $8,175-10.1% | $9,541-23.0% |