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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 | $7,487 | $75,962-90.1% | $154,108-95.1% | $64,173-88.3% |
| Participation rate | 49.4% | 70.4%-21.1pp | 83.0%-33.7pp | 69.6%-20.2pp |
| Annual return | -8.59% | 30.32%-38.9pp | 735.21%-743.8pp | 7.63%-16.2pp |
| Employer contribution / active EE | $605 | $3,350-81.9% | $5,298-88.6% | $2,381-74.6% |
| Participant deferral / active EE | $751 | $3,175-76.3% | $5,081-85.2% | $3,470-78.4% |
| Admin fee / account holder | $952 | $5,589-83.0% | $13,411-92.9% | $4,887-80.5% |