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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 | $11,079 | $92,219-88.0% | $76,767-85.6% | $135,380-91.8% |
| Participation rate | 64.3% | 79.8%-15.5pp | 77.0%-12.7pp | 82.6%-18.4pp |
| Annual return | -12.13% | 5.46%-17.6pp | 2.43%-14.6pp | 519.81%-531.9pp |
| Employer contribution / active EE | $946 | $3,216-70.6% | $2,485-61.9% | $4,779-80.2% |
| Participant deferral / active EE | $1,358 | $4,508-69.9% | $3,852-64.7% | $5,609-75.8% |
| Admin fee / account holder | $469 | $10,749-95.6% | $6,675-93.0% | $10,828-95.7% |