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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 | $5,588 | $96,956-94.2% | $70,014-92.0% | $273,965-98.0% |
| Participation rate | 20.0% | 77.1%-57.1pp | 71.8%-51.8pp | 83.0%-63.0pp |
| Annual return | -16.33% | 12.93%-29.3pp | 12.99%-29.3pp | 41.45%-57.8pp |
| Employer contribution / active EE | $315 | $3,316-90.5% | $2,338-86.5% | $4,869-93.5% |
| Participant deferral / active EE | $394 | $3,744-89.5% | $2,931-86.6% | $5,287-92.6% |
| Admin fee / account holder | $860 | $7,934-89.2% | $4,380-80.4% | $10,132-91.5% |