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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 | $12,185 | $60,349-79.8% | $74,184-83.6% | $62,881-80.6% |
| Participation rate | 47.8% | 72.7%-24.9pp | 76.6%-28.8pp | 69.3%-21.5pp |
| Annual return | -0.94% | 21.38%-22.3pp | 17.74%-18.7pp | 20.14%-21.1pp |
| Employer contribution / active EE | $390 | $1,680-76.8% | $2,370-83.5% | $2,281-82.9% |
| Participant deferral / active EE | $866 | $2,856-69.7% | $3,550-75.6% | $3,203-73.0% |
| Admin fee / account holder | $749 | $4,261-82.4% | $5,586-86.6% | $4,296-82.6% |