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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 | $6,561 | $62,589-89.5% | $76,768-91.5% | $64,173-89.8% |
| Participation rate | 43.1% | 72.8%-29.8pp | 77.0%-33.9pp | 69.6%-26.5pp |
| Annual return | -8.21% | -1.95%-6.3pp | 2.43%-10.6pp | 7.63%-15.8pp |
| Employer contribution / active EE | $516 | $1,832-71.8% | $2,485-79.2% | $2,381-78.3% |
| Participant deferral / active EE | $536 | $3,145-82.9% | $3,852-86.1% | $3,470-84.5% |
| Admin fee / account holder | $302 | $4,667-93.5% | $6,675-95.5% | $4,887-93.8% |