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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 | $16,637 | $56,894-70.8% | $84,753-80.4% | $62,881-73.5% |
| Participation rate | 48.3% | 68.5%-20.3pp | 76.6%-28.3pp | 69.3%-21.0pp |
| Annual return | -5.70% | 6.30%-12.0pp | 22.78%-28.5pp | 20.14%-25.8pp |
| Employer contribution / active EE | $2,281 | $2,400-5.0% | $3,574-36.2% | $2,2810% |
| Participant deferral / active EE | $1,047 | $2,709-61.4% | $3,712-71.8% | $3,203-67.3% |
| Admin fee / account holder | $830 | $3,581-76.8% | $5,333-84.4% | $4,296-80.7% |