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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 | $5,202 | $99,345-94.8% | $84,753-93.9% | $273,972-98.1% |
| Participation rate | 54.5% | 80.7%-26.1pp | 76.6%-22.0pp | 83.0%-28.5pp |
| Annual return | -1.71% | 22.93%-24.6pp | 22.78%-24.5pp | 41.46%-43.2pp |
| Employer contribution / active EE | $3,863 | $4,214-8.3% | $3,574+8.1% | $4,869-20.7% |
| Participant deferral / active EE | $660 | $4,270-84.6% | $3,712-82.2% | $5,287-87.5% |
| Admin fee / account holder | $1,499 | $6,645-77.4% | $5,333-71.9% | $10,133-85.2% |