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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 | $8,132 | $77,638-89.5% | $156,551-94.8% | $62,881-87.1% |
| Participation rate | 38.5% | 71.2%-32.7pp | 84.0%-45.6pp | 69.3%-30.8pp |
| Annual return | -36.39% | 50.33%-86.7pp | 32.23%-68.6pp | 20.14%-56.5pp |
| Employer contribution / active EE | $613 | $3,444-82.2% | $5,501-88.8% | $2,281-73.1% |
| Participant deferral / active EE | $236 | $3,046-92.2% | $4,871-95.2% | $3,203-92.6% |
| Admin fee / account holder | $3,537 | $5,561-36.4% | $13,028-72.9% | $4,296-17.7% |