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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 | $15,414 | $72,404-78.7% | $110,243-86.0% | $64,173-76.0% |
| Participation rate | 57.7% | 73.3%-15.6pp | 79.8%-22.1pp | 69.6%-11.9pp |
| Annual return | -8.93% | -6.29%-2.6pp | 314.76%-323.7pp | 7.63%-16.6pp |
| Employer contribution / active EE | $996 | $2,282-56.4% | $3,827-74.0% | $2,381-58.2% |
| Participant deferral / active EE | $1,291 | $3,469-62.8% | $4,672-72.4% | $3,470-62.8% |
| Admin fee / account holder | $794 | $5,664-86.0% | $8,548-90.7% | $4,887-83.7% |