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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 | $9,585 | $69,977-86.3% | $108,582-91.2% | $62,881-84.8% |
| Participation rate | 56.1% | 72.9%-16.8pp | 79.6%-23.5pp | 69.3%-13.2pp |
| Annual return | -4.14% | 10.73%-14.9pp | -51.70%+47.6pp | 20.14%-24.3pp |
| Employer contribution / active EE | $2,439 | $2,135+14.2% | $3,758-35.1% | $2,281+6.9% |
| Participant deferral / active EE | $337 | $3,165-89.4% | $4,311-92.2% | $3,203-89.5% |
| Admin fee / account holder | $1,642 | $5,076-67.7% | $7,645-78.5% | $4,296-61.8% |