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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 | $7,907 | $45,566-82.6% | $64,105-87.7% | $59,633-86.7% |
| Participation rate | 34.7% | 60.2%-25.5pp | 68.2%-33.5pp | 68.7%-34.0pp |
| Annual return | -9.75% | 4.95%-14.7pp | 791.24%-801.0pp | 2041.45%-2051.2pp |
| Employer contribution / active EE | $1,157 | $934+23.9% | $1,820-36.4% | $2,203-47.5% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $445 | $3,268-86.4% | $4,499-90.1% | $4,297-89.6% |