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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 | $10,282 | $133,998-92.3% | $112,263-90.8% | $134,545-92.4% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -24.61% | 47.17%-71.8pp | 27.49%-52.1pp | 418.37%-443.0pp |
| Employer contribution / active EE | $824 | $4,040-79.6% | $3,636-77.3% | $4,742-82.6% |
| Participant deferral / active EE | $1,018 | $5,292-80.8% | $4,729-78.5% | $6,401-84.1% |
| Admin fee / account holder | $806 | $7,493-89.2% | $6,410-87.4% | $11,431-93.0% |