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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 | $14,234 | $78,428-81.9% | $95,960-85.2% | $79,852-82.2% |
| Participation rate | 42.9% | 73.5%-30.6pp | 77.1%-34.2pp | 69.6%-26.8pp |
| Annual return | -8.98% | 19.37%-28.3pp | 91.63%-100.6pp | 31.72%-40.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $517 | $3,440-85.0% | $4,167-87.6% | $3,740-86.2% |
| Admin fee / account holder | $683 | $5,622-87.9% | $6,797-90.0% | $5,306-87.1% |