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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 | $8,221 | $46,697-82.4% | $117,529-93.0% | $68,490-88.0% |
| Participation rate | 0.0% | 56.8%-56.8pp | 70.6%-70.6pp | 67.9%-67.9pp |
| Annual return | -20.00% | -14.52%-5.5pp | 29.77%-49.8pp | -7.85%-12.1pp |
| Employer contribution / active EE | $1,955 | $1,506+29.9% | $4,179-53.2% | $2,597-24.7% |
| Participant deferral / active EE | $799 | $2,637-69.7% | $4,072-80.4% | $4,028-80.2% |
| Admin fee / account holder | $705 | $4,023-82.5% | $5,645-87.5% | $5,403-87.0% |