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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 | $11,282 | $134,001-91.6% | $112,258-90.0% | $134,509-91.6% |
| Participation rate | 35.3% | 78.6%-43.3pp | 75.1%-39.8pp | 81.2%-45.9pp |
| Annual return | -21.43% | 47.15%-68.6pp | 27.47%-48.9pp | 418.13%-439.6pp |
| Employer contribution / active EE | $851 | $4,039-78.9% | $3,636-76.6% | $4,741-82.1% |
| Participant deferral / active EE | $1,225 | $5,291-76.9% | $4,728-74.1% | $6,400-80.9% |
| Admin fee / account holder | $1,447 | $7,491-80.7% | $6,411-77.4% | $11,427-87.3% |