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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 | $7,462 | $62,589-88.1% | $76,768-90.3% | $64,173-88.4% |
| Participation rate | 44.4% | 72.8%-28.4pp | 77.0%-32.5pp | 69.6%-25.1pp |
| Annual return | -10.25% | -1.95%-8.3pp | 2.43%-12.7pp | 7.63%-17.9pp |
| Employer contribution / active EE | $488 | $1,832-73.4% | $2,485-80.4% | $2,381-79.5% |
| Participant deferral / active EE | $982 | $3,145-68.8% | $3,852-74.5% | $3,470-71.7% |
| Admin fee / account holder | $735 | $4,667-84.2% | $6,675-89.0% | $4,887-85.0% |