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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 | $5,182 | $84,518-93.9% | $67,704-92.3% | $125,389-95.9% |
| Participation rate | 40.0% | 74.8%-34.8pp | 67.5%-27.5pp | 83.2%-43.2pp |
| Annual return | -15.79% | 2.57%-18.4pp | 25.41%-41.2pp | 282.24%-298.0pp |
| Employer contribution / active EE | $184 | $3,292-94.4% | $2,559-92.8% | $4,866-96.2% |
| Participant deferral / active EE | $230 | $4,430-94.8% | $3,585-93.6% | $5,352-95.7% |
| Admin fee / account holder | $778 | $5,340-85.4% | $4,255-81.7% | $9,541-91.8% |