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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 | $118,708-83.7% | $98,920-80.5% | $158,982-87.8% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | -5.54% | 372.49%-378.0pp | 196.47%-202.0pp | 302.99%-308.5pp |
| Employer contribution / active EE | $613 | $3,334-81.6% | $2,689-77.2% | $4,763-87.1% |
| Participant deferral / active EE | $875 | $5,089-82.8% | $4,245-79.4% | $5,983-85.4% |
| Admin fee / account holder | $34,638 | $10,134+241.8% | $6,643+421.4% | $11,252+207.9% |