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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 | $7,614 | $100,805-92.4% | $86,698-91.2% | $134,532-94.3% |
| Participation rate | 58.3% | 79.0%-20.6pp | 76.6%-18.3pp | 81.2%-22.9pp |
| Annual return | -22.35% | 29.09%-51.4pp | 35.95%-58.3pp | 418.27%-440.6pp |
| Employer contribution / active EE | $758 | $3,490-78.3% | $2,837-73.3% | $4,741-84.0% |
| Participant deferral / active EE | $956 | $5,339-82.1% | $4,656-79.5% | $6,401-85.1% |
| Admin fee / account holder | $2,034 | $10,925-81.4% | $7,493-72.9% | $11,429-82.2% |