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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 | $8,338 | $59,834-86.1% | $79,576-89.5% | $68,495-87.8% |
| Participation rate | 42.0% | 61.1%-19.1pp | 69.5%-27.5pp | 67.9%-25.9pp |
| Annual return | -29.88% | -12.30%-17.6pp | 0.15%-30.0pp | -7.84%-22.0pp |
| Employer contribution / active EE | $566 | $1,505-62.4% | $2,413-76.6% | $2,596-78.2% |
| Participant deferral / active EE | $1,091 | $3,024-63.9% | $3,985-72.6% | $4,028-72.9% |
| Admin fee / account holder | $430 | $4,835-91.1% | $6,834-93.7% | $5,403-92.0% |