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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 | $9,308 | $133,998-93.1% | $112,263-91.7% | $134,545-93.1% |
| Participation rate | 26.7% | 78.6%-51.9pp | 75.1%-48.4pp | 81.2%-54.6pp |
| Annual return | -27.16% | 47.17%-74.3pp | 27.49%-54.6pp | 418.37%-445.5pp |
| Employer contribution / active EE | $1,333 | $4,040-67.0% | $3,636-63.3% | $4,742-71.9% |
| Participant deferral / active EE | $1,402 | $5,292-73.5% | $4,729-70.3% | $6,401-78.1% |
| Admin fee / account holder | $1,404 | $7,493-81.3% | $6,410-78.1% | $11,431-87.7% |