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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 | $21,189 | $65,703-67.8% | $94,228-77.5% | $59,633-64.5% |
| Participation rate | 66.7% | 72.1%-5.5pp | 78.8%-12.1pp | 68.7%-2.0pp |
| Annual return | -2.67% | 5.22%-7.9pp | 10.68%-13.4pp | 2041.40%-2044.1pp |
| Employer contribution / active EE | $832 | $2,021-58.8% | $3,587-76.8% | $2,203-62.2% |
| Participant deferral / active EE | $1,204 | $3,143-61.7% | $4,320-72.1% | $3,192-62.3% |
| Admin fee / account holder | $762 | $4,264-82.1% | $6,269-87.8% | $4,297-82.3% |