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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 | $9,596 | $69,012-86.1% | $160,009-94.0% | $68,486-86.0% |
| Participation rate | 29.5% | 65.4%-35.9pp | 78.0%-48.4pp | 67.9%-38.3pp |
| Annual return | -20.41% | -9.65%-10.8pp | 408.85%-429.3pp | -7.85%-12.6pp |
| Employer contribution / active EE | $471 | $2,212-78.7% | $4,225-88.9% | $2,597-81.9% |
| Participant deferral / active EE | $887 | $4,212-78.9% | $6,183-85.7% | $4,028-78.0% |
| Admin fee / account holder | $688 | $4,798-85.7% | $8,715-92.1% | $5,404-87.3% |