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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 | $7,768 | $73,009-89.4% | $90,756-91.4% | $68,495-88.7% |
| Participation rate | 59.1% | 70.8%-11.7pp | 75.7%-16.6pp | 67.9%-8.8pp |
| Annual return | -22.38% | -13.81%-8.6pp | -12.16%-10.2pp | -7.84%-14.5pp |
| Employer contribution / active EE | $2,455 | $2,193+12.0% | $2,922-16.0% | $2,596-5.5% |
| Participant deferral / active EE | $542 | $3,626-85.1% | $4,565-88.1% | $4,028-86.5% |
| Admin fee / account holder | $457 | $5,896-92.2% | $8,445-94.6% | $5,403-91.5% |