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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 | $3,494 | $65,704-94.7% | $94,229-96.3% | $59,633-94.1% |
| Participation rate | 54.2% | 72.1%-18.0pp | 78.8%-24.6pp | 68.7%-14.5pp |
| Annual return | -13.07% | 5.22%-18.3pp | 10.68%-23.8pp | 2041.45%-2054.5pp |
| Employer contribution / active EE | $407 | $2,021-79.9% | $3,587-88.7% | $2,203-81.5% |
| Participant deferral / active EE | $1,274 | $3,143-59.5% | $4,320-70.5% | $3,192-60.1% |
| Admin fee / account holder | $339 | $4,265-92.1% | $6,269-94.6% | $4,297-92.1% |