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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 | $21,341 | $73,019-70.8% | $90,766-76.5% | $68,490-68.8% |
| Participation rate | 26.5% | 70.8%-44.4pp | 75.7%-49.2pp | 67.9%-41.4pp |
| Annual return | -21.22% | -13.81%-7.4pp | -12.16%-9.1pp | -7.85%-13.4pp |
| Employer contribution / active EE | $741 | $2,193-66.2% | $2,922-74.7% | $2,597-71.5% |
| Participant deferral / active EE | $1,367 | $3,626-62.3% | $4,565-70.0% | $4,028-66.1% |
| Admin fee / account holder | $6,427 | $5,897+9.0% | $8,446-23.9% | $5,403+19.0% |