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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 | $12,023 | $86,701-86.1% | $73,309-83.6% | $125,389-90.4% |
| Participation rate | 54.2% | 78.6%-24.4pp | 74.9%-20.7pp | 83.2%-29.0pp |
| Annual return | -92.80% | 2.78%-95.6pp | 5.67%-98.5pp | 282.24%-375.0pp |
| Employer contribution / active EE | $421 | $4,152-89.9% | $3,237-87.0% | $4,866-91.3% |
| Participant deferral / active EE | $1,019 | $5,549-81.6% | $4,991-79.6% | $5,352-81.0% |
| Admin fee / account holder | $1,088 | $7,768-86.0% | $5,635-80.7% | $9,541-88.6% |