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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 | $18,875 | $54,380-65.3% | $68,509-72.4% | $59,633-68.3% |
| Participation rate | 33.3% | 70.2%-36.9pp | 74.7%-41.4pp | 68.7%-35.3pp |
| Annual return | -4.14% | 2.83%-7.0pp | 8.27%-12.4pp | 2041.45%-2045.6pp |
| Employer contribution / active EE | $286 | $1,539-81.4% | $2,278-87.4% | $2,203-87.0% |
| Participant deferral / active EE | $428 | $2,643-83.8% | $3,382-87.3% | $3,192-86.6% |
| Admin fee / account holder | $713 | $3,885-81.7% | $5,275-86.5% | $4,297-83.4% |