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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 | $7,946 | $49,177-83.8% | $79,467-90.0% | $64,173-87.6% |
| Participation rate | 37.5% | 65.0%-27.5pp | 73.3%-35.8pp | 69.6%-32.1pp |
| Annual return | -8.90% | -1.16%-7.7pp | 718.30%-727.2pp | 7.63%-16.5pp |
| Employer contribution / active EE | $429 | $2,076-79.3% | $2,800-84.7% | $2,381-82.0% |
| Participant deferral / active EE | $511 | $2,821-81.9% | $3,704-86.2% | $3,470-85.3% |
| Admin fee / account holder | $2,441 | $3,839-36.4% | $5,104-52.2% | $4,887-50.0% |