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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 | $12,187 | $167,362-92.7% | $143,799-91.5% | $134,532-90.9% |
| Participation rate | 41.7% | 84.8%-43.2pp | 80.3%-38.6pp | 81.2%-39.6pp |
| Annual return | -20.73% | 0.47%-21.2pp | -0.04%-20.7pp | 418.27%-439.0pp |
| Employer contribution / active EE | $1,413 | $5,620-74.9% | $4,952-71.5% | $4,741-70.2% |
| Participant deferral / active EE | $618 | $6,447-90.4% | $5,638-89.0% | $6,401-90.3% |
| Admin fee / account holder | $497 | $18,094-97.3% | $14,677-96.6% | $11,429-95.6% |