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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 | $9,569 | $94,529-89.9% | $140,019-93.2% | $64,173-85.1% |
| Participation rate | 41.6% | 84.1%-42.5pp | 87.5%-45.9pp | 69.6%-28.0pp |
| Annual return | -11.60% | 7.77%-19.4pp | 651.17%-662.8pp | 7.63%-19.2pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,364 | $5,250-55.0% | $6,927-65.9% | $3,470-31.9% |
| Admin fee / account holder | $563 | $6,741-91.7% | $10,705-94.7% | $4,887-88.5% |