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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 | $7,939 | $52,519-84.9% | $155,789-94.9% | $59,633-86.7% |
| Participation rate | 36.0% | 61.7%-25.7pp | 76.1%-40.1pp | 68.7%-32.7pp |
| Annual return | -6.02% | 53.51%-59.5pp | 71.54%-77.6pp | 2041.40%-2047.4pp |
| Employer contribution / active EE | $220 | $1,589-86.2% | $3,839-94.3% | $2,203-90.0% |
| Participant deferral / active EE | $573 | $3,084-81.4% | $4,798-88.1% | $3,192-82.1% |
| Admin fee / account holder | $656 | $3,540-81.5% | $7,477-91.2% | $4,297-84.7% |