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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 | $12,499 | $71,878-82.6% | $86,698-85.6% | $68,486-81.7% |
| Participation rate | 40.7% | 72.2%-31.5pp | 76.6%-35.8pp | 67.9%-27.2pp |
| Annual return | -19.83% | 3.53%-23.4pp | 35.95%-55.8pp | -7.85%-12.0pp |
| Employer contribution / active EE | $842 | $2,173-61.3% | $2,837-70.3% | $2,597-67.6% |
| Participant deferral / active EE | $1,325 | $3,779-64.9% | $4,656-71.6% | $4,028-67.1% |
| Admin fee / account holder | $791 | $6,113-87.1% | $7,493-89.4% | $5,404-85.4% |