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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 | $10,849 | $75,183-85.6% | $123,894-91.2% | $55,167-80.3% |
| Participation rate | 54.0% | 72.8%-18.8pp | 81.4%-27.4pp | 69.0%-15.0pp |
| Annual return | -71.34% | 19.01%-90.4pp | 47.52%-118.9pp | 169.23%-240.6pp |
| Employer contribution / active EE | $1,193 | $2,823-57.8% | $4,617-74.2% | $1,963-39.2% |
| Participant deferral / active EE | $1,680 | $5,084-67.0% | $5,984-71.9% | $3,054-45.0% |
| Admin fee / account holder | $606 | $663-8.5% | $8,357-92.7% | $504+20.3% |