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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 | $7,542 | $82,678-90.9% | $125,391-94.0% | $68,490-89.0% |
| Participation rate | 33.3% | 75.1%-41.7pp | 82.4%-49.1pp | 67.9%-34.6pp |
| Annual return | -51.54% | -5.97%-45.6pp | 572.41%-623.9pp | -7.85%-43.7pp |
| Employer contribution / active EE | $768 | $3,382-77.3% | $4,816-84.1% | $2,597-70.4% |
| Participant deferral / active EE | $2,235 | $6,111-63.4% | $7,448-70.0% | $4,028-44.5% |
| Admin fee / account holder | $1,582 | $6,277-74.8% | $10,009-84.2% | $5,403-70.7% |