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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 | $4,057 | $65,703-93.8% | $94,224-95.7% | $59,632-93.2% |
| Participation rate | 40.7% | 72.1%-31.4pp | 78.8%-38.0pp | 68.7%-27.9pp |
| Annual return | -16.49% | 5.22%-21.7pp | 10.68%-27.2pp | 2041.32%-2057.8pp |
| Employer contribution / active EE | $704 | $2,021-65.2% | $3,587-80.4% | $2,203-68.0% |
| Participant deferral / active EE | $1,142 | $3,143-63.7% | $4,320-73.6% | $3,192-64.2% |
| Admin fee / account holder | $358 | $4,264-91.6% | $6,269-94.3% | $4,297-91.7% |