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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 | $10,685 | $77,816-86.3% | $123,549-91.4% | $64,181-83.4% |
| Participation rate | 25.0% | 74.7%-49.7pp | 82.3%-57.3pp | 69.6%-44.6pp |
| Annual return | -14.83% | 12.49%-27.3pp | 119.20%-134.0pp | 7.63%-22.5pp |
| Employer contribution / active EE | $562 | $3,014-81.4% | $4,628-87.9% | $2,381-76.4% |
| Participant deferral / active EE | $1,104 | $5,240-78.9% | $6,426-82.8% | $3,470-68.2% |
| Admin fee / account holder | $1,253 | $5,519-77.3% | $9,284-86.5% | $4,887-74.4% |