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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 | $17,655 | $62,583-71.8% | $76,767-77.0% | $64,173-72.5% |
| Participation rate | 40.0% | 72.8%-32.8pp | 77.0%-37.0pp | 69.6%-29.6pp |
| Annual return | -8.14% | -1.95%-6.2pp | 2.43%-10.6pp | 7.63%-15.8pp |
| Employer contribution / active EE | $690 | $1,832-62.3% | $2,485-72.2% | $2,381-71.0% |
| Participant deferral / active EE | $875 | $3,145-72.2% | $3,852-77.3% | $3,470-74.8% |
| Admin fee / account holder | $1,613 | $4,667-65.4% | $6,675-75.8% | $4,887-67.0% |