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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 | $17,655 | $45,566-61.3% | $64,105-72.5% | $59,633-70.4% |
| Participation rate | 32.0% | 60.2%-28.2pp | 68.2%-36.2pp | 68.7%-36.7pp |
| Annual return | -4.39% | 4.95%-9.3pp | 791.24%-795.6pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $194 | $934-79.2% | $1,820-89.3% | $2,203-91.2% |
| Participant deferral / active EE | $674 | $2,057-67.2% | $2,822-76.1% | $3,192-78.9% |
| Admin fee / account holder | $703 | $3,268-78.5% | $4,499-84.4% | $4,297-83.6% |