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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 | $10,773 | $117,829-90.9% | $102,423-89.5% | $145,877-92.6% |
| Participation rate | 13.3% | 78.6%-65.3pp | 76.5%-63.2pp | 80.3%-67.0pp |
| Annual return | -11.76% | 31.83%-43.6pp | 29.42%-41.2pp | 551.28%-563.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $426 | $5,732-92.6% | $5,054-91.6% | $6,691-93.6% |
| Admin fee / account holder | $24,988 | $13,335+87.4% | $9,455+164.3% | $13,402+86.4% |