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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 | $16,960 | $99,032-82.9% | $80,022-78.8% | $135,380-87.5% |
| Participation rate | 31.8% | 78.4%-46.5pp | 75.8%-44.0pp | 82.6%-50.8pp |
| Annual return | -10.50% | 15.39%-25.9pp | 11.22%-21.7pp | 519.81%-530.3pp |
| Employer contribution / active EE | $1,013 | $3,043-66.7% | $2,468-59.0% | $4,779-78.8% |
| Participant deferral / active EE | $452 | $4,282-89.4% | $3,686-87.7% | $5,609-91.9% |
| Admin fee / account holder | $2,149 | $10,436-79.4% | $6,521-67.1% | $10,828-80.2% |