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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 | $15,321 | $59,107-74.1% | $86,439-82.3% | $68,495-77.6% |
| Participation rate | 34.3% | 75.2%-41.0pp | 80.3%-46.0pp | 67.9%-33.6pp |
| Annual return | -20.42% | -0.23%-20.2pp | 4395.55%-4416.0pp | -7.84%-12.6pp |
| Employer contribution / active EE | $737 | $2,519-70.7% | $3,769-80.4% | $2,596-71.6% |
| Participant deferral / active EE | $1,038 | $5,901-82.4% | $6,952-85.1% | $4,028-74.2% |
| Admin fee / account holder | $1,576 | $5,637-72.0% | $6,732-76.6% | $5,403-70.8% |