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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 | $7,440 | $167,522-95.6% | $151,639-95.1% | $134,532-94.5% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -21.74% | 7.81%-29.6pp | 3.34%-25.1pp | 418.27%-440.0pp |
| Employer contribution / active EE | $2,125 | $6,828-68.9% | $6,165-65.5% | $4,741-55.2% |
| Participant deferral / active EE | $625 | $8,986-93.0% | $8,363-92.5% | $6,401-90.2% |
| Admin fee / account holder | $4,564 | $13,780-66.9% | $11,613-60.7% | $11,429-60.1% |