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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 | $20,359 | $71,878-71.7% | $86,698-76.5% | $68,486-70.3% |
| Participation rate | 54.9% | 72.2%-17.3pp | 76.6%-21.7pp | 67.9%-13.0pp |
| Annual return | -26.84% | 3.53%-30.4pp | 35.95%-62.8pp | -7.85%-19.0pp |
| Employer contribution / active EE | $824 | $2,173-62.1% | $2,837-71.0% | $2,597-68.3% |
| Participant deferral / active EE | $1,716 | $3,779-54.6% | $4,656-63.1% | $4,028-57.4% |
| Admin fee / account holder | $795 | $6,113-87.0% | $7,493-89.4% | $5,404-85.3% |