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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 | $8,686 | $69,012-87.4% | $160,009-94.6% | $68,486-87.3% |
| Participation rate | 14.3% | 65.4%-51.1pp | 78.0%-63.7pp | 67.9%-53.6pp |
| Annual return | -41.73% | -9.65%-32.1pp | 408.85%-450.6pp | -7.85%-33.9pp |
| Employer contribution / active EE | $460 | $2,212-79.2% | $4,225-89.1% | $2,597-82.3% |
| Participant deferral / active EE | $771 | $4,212-81.7% | $6,183-87.5% | $4,028-80.9% |
| Admin fee / account holder | $7,953 | $4,798+65.7% | $8,715-8.7% | $5,404+47.2% |