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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 | $8,844 | $77,817-88.6% | $123,553-92.8% | $64,173-86.2% |
| Participation rate | 30.7% | 74.7%-44.0pp | 82.3%-51.6pp | 69.6%-38.9pp |
| Annual return | -10.55% | 12.49%-23.0pp | 119.21%-129.8pp | 7.63%-18.2pp |
| Employer contribution / active EE | $587 | $3,014-80.5% | $4,628-87.3% | $2,381-75.4% |
| Participant deferral / active EE | $906 | $5,240-82.7% | $6,426-85.9% | $3,470-73.9% |
| Admin fee / account holder | $749 | $5,519-86.4% | $9,284-91.9% | $4,887-84.7% |