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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 | $8,945 | $49,177-81.8% | $79,466-88.7% | $64,173-86.1% |
| Participation rate | 21.4% | 65.0%-43.6pp | 73.3%-51.9pp | 69.6%-48.1pp |
| Annual return | -10.62% | -1.16%-9.5pp | 718.28%-728.9pp | 7.63%-18.3pp |
| Employer contribution / active EE | $365 | $2,076-82.4% | $2,800-87.0% | $2,381-84.7% |
| Participant deferral / active EE | $514 | $2,821-81.8% | $3,704-86.1% | $3,470-85.2% |
| Admin fee / account holder | $2,211 | $3,839-42.4% | $5,104-56.7% | $4,887-54.8% |