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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 | $6,964 | $62,589-88.9% | $76,768-90.9% | $64,173-89.1% |
| Participation rate | 32.4% | 72.8%-40.4pp | 77.0%-44.6pp | 69.6%-37.2pp |
| Annual return | -11.65% | -1.95%-9.7pp | 2.43%-14.1pp | 7.63%-19.3pp |
| Employer contribution / active EE | $641 | $1,832-65.0% | $2,485-74.2% | $2,381-73.1% |
| Participant deferral / active EE | $1,072 | $3,145-65.9% | $3,852-72.2% | $3,470-69.1% |
| Admin fee / account holder | $2,125 | $4,667-54.5% | $6,675-68.2% | $4,887-56.5% |