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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 | $6,204 | $115,814-94.6% | $101,275-93.9% | $158,982-96.1% |
| Participation rate | 58.8% | 79.4%-20.5pp | 75.8%-17.0pp | 82.0%-23.1pp |
| Annual return | -12.83% | 56.16%-69.0pp | 46.48%-59.3pp | 302.99%-315.8pp |
| Employer contribution / active EE | $871 | $4,176-79.1% | $3,660-76.2% | $4,763-81.7% |
| Participant deferral / active EE | $664 | $4,958-86.6% | $4,371-84.8% | $5,983-88.9% |
| Admin fee / account holder | $7,448 | $7,249+2.8% | $5,948+25.2% | $11,252-33.8% |