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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 | $12,959 | $73,009-82.3% | $90,760-85.7% | $68,486-81.1% |
| Participation rate | 25.0% | 70.8%-45.8pp | 75.7%-50.7pp | 67.9%-42.9pp |
| Annual return | -20.01% | -13.81%-6.2pp | -12.16%-7.9pp | -7.85%-12.2pp |
| Employer contribution / active EE | $887 | $2,193-59.6% | $2,922-69.6% | $2,597-65.9% |
| Participant deferral / active EE | $1,052 | $3,626-71.0% | $4,565-76.9% | $4,028-73.9% |
| Admin fee / account holder | $1,162 | $5,896-80.3% | $8,444-86.2% | $5,404-78.5% |