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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 | $7,245 | $75,962-90.5% | $154,111-95.3% | $64,173-88.7% |
| Participation rate | 30.0% | 70.4%-40.4pp | 83.0%-53.0pp | 69.6%-39.6pp |
| Annual return | -8.08% | 30.32%-38.4pp | 735.18%-743.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $384 | $3,350-88.5% | $5,298-92.7% | $2,381-83.9% |
| Participant deferral / active EE | $384 | $3,175-87.9% | $5,081-92.4% | $3,470-88.9% |
| Admin fee / account holder | $2,086 | $5,589-62.7% | $13,411-84.4% | $4,887-57.3% |