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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 | $912 | $102,245-99.1% | $89,340-99.0% | $137,256-99.3% |
| Participation rate | 64.3% | 74.9%-10.6pp | 69.6%-5.3pp | 80.0%-15.7pp |
| Annual return | -4.32% | 21.89%-26.2pp | 20.57%-24.9pp | 220.34%-224.7pp |
| Employer contribution / active EE | $531 | $2,529-79.0% | $2,231-76.2% | $4,156-87.2% |
| Participant deferral / active EE | $815 | $4,436-81.6% | $3,823-78.7% | $6,407-87.3% |
| Admin fee / account holder | $16,104 | $8,085+99.2% | $6,704+140.2% | $12,270+31.2% |