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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 | $14,731 | $99,032-85.1% | $80,022-81.6% | $135,380-89.1% |
| Participation rate | 19.0% | 78.4%-59.3pp | 75.8%-56.8pp | 82.6%-63.6pp |
| Annual return | -15.02% | 15.39%-30.4pp | 11.22%-26.2pp | 519.81%-534.8pp |
| Employer contribution / active EE | $442 | $3,043-85.5% | $2,468-82.1% | $4,779-90.7% |
| Participant deferral / active EE | $789 | $4,282-81.6% | $3,686-78.6% | $5,609-85.9% |
| Admin fee / account holder | $310 | $10,436-97.0% | $6,521-95.3% | $10,828-97.1% |