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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 | $10,550 | $59,116-82.2% | $86,438-87.8% | $68,486-84.6% |
| Participation rate | 25.9% | 75.2%-49.3pp | 80.3%-54.4pp | 67.9%-42.0pp |
| Annual return | -24.85% | -0.23%-24.6pp | 4397.19%-4422.0pp | -7.85%-17.0pp |
| Employer contribution / active EE | $389 | $2,519-84.6% | $3,769-89.7% | $2,597-85.0% |
| Participant deferral / active EE | $1,296 | $5,902-78.0% | $6,952-81.4% | $4,028-67.8% |
| Admin fee / account holder | $522 | $5,639-90.7% | $6,733-92.2% | $5,404-90.3% |