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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 | $7,012 | $73,848-90.5% | $143,799-95.1% | $68,486-89.8% |
| Participation rate | 17.8% | 66.7%-48.9pp | 80.3%-62.5pp | 67.9%-50.1pp |
| Annual return | -43.93% | 0.91%-44.8pp | -0.04%-43.9pp | -7.85%-36.1pp |
| Employer contribution / active EE | $448 | $3,184-85.9% | $4,952-91.0% | $2,597-82.7% |
| Participant deferral / active EE | $839 | $3,385-75.2% | $5,638-85.1% | $4,028-79.2% |
| Admin fee / account holder | $1,163 | $5,755-79.8% | $14,677-92.1% | $5,404-78.5% |