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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 | $14,841 | $45,566-67.4% | $64,105-76.8% | $59,633-75.1% |
| Participation rate | 31.0% | 60.2%-29.1pp | 68.2%-37.1pp | 68.7%-37.6pp |
| Annual return | -3.70% | 4.95%-8.7pp | 791.24%-794.9pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $199 | $934-78.7% | $1,820-89.1% | $2,203-91.0% |
| Participant deferral / active EE | $263 | $2,057-87.2% | $2,822-90.7% | $3,192-91.8% |
| Admin fee / account holder | $1,721 | $3,268-47.3% | $4,499-61.8% | $4,297-60.0% |