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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 | $9,937 | $82,678-88.0% | $125,391-92.1% | $68,490-85.5% |
| Participation rate | 55.1% | 75.1%-20.0pp | 82.4%-27.3pp | 67.9%-12.8pp |
| Annual return | -20.64% | -5.97%-14.7pp | 572.41%-593.1pp | -7.85%-12.8pp |
| Employer contribution / active EE | $1,140 | $3,382-66.3% | $4,816-76.3% | $2,597-56.1% |
| Participant deferral / active EE | $1,925 | $6,111-68.5% | $7,448-74.2% | $4,028-52.2% |
| Admin fee / account holder | $399 | $6,277-93.6% | $10,009-96.0% | $5,403-92.6% |