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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 | $12,532 | $48,078-73.9% | $78,676-84.1% | $62,881-80.1% |
| Participation rate | 66.1% | 65.2%+0.9pp | 73.6%-7.4pp | 69.3%-3.2pp |
| Annual return | -3.98% | 31.36%-35.3pp | 62.19%-66.2pp | 20.14%-24.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $574 | $2,587-77.8% | $3,517-83.7% | $3,203-82.1% |
| Admin fee / account holder | $2,543 | $3,206-20.7% | $4,510-43.6% | $4,296-40.8% |