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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 | $19,319 | $118,680-83.7% | $98,910-80.5% | $158,931-87.8% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | -5.54% | 372.35%-377.9pp | 196.44%-202.0pp | 302.86%-308.4pp |
| Employer contribution / active EE | $613 | $3,333-81.6% | $2,689-77.2% | $4,761-87.1% |
| Participant deferral / active EE | $875 | $5,088-82.8% | $4,244-79.4% | $5,982-85.4% |
| Admin fee / account holder | $34,638 | $10,131+241.9% | $6,642+421.5% | $11,247+208.0% |