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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 | $5,922 | $75,962-92.2% | $154,111-96.2% | $64,173-90.8% |
| Participation rate | 43.8% | 70.4%-26.7pp | 83.0%-39.3pp | 69.6%-25.8pp |
| Annual return | -10.42% | 30.32%-40.7pp | 735.18%-745.6pp | 7.63%-18.1pp |
| Employer contribution / active EE | $421 | $3,350-87.4% | $5,298-92.0% | $2,381-82.3% |
| Participant deferral / active EE | $796 | $3,175-74.9% | $5,081-84.3% | $3,470-77.0% |
| Admin fee / account holder | $820 | $5,589-85.3% | $13,411-93.9% | $4,887-83.2% |