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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 | $7,998 | $49,177-83.7% | $79,466-89.9% | $64,173-87.5% |
| Participation rate | 42.4% | 65.0%-22.6pp | 73.3%-30.9pp | 69.6%-27.1pp |
| Annual return | -11.60% | -1.16%-10.4pp | 718.28%-729.9pp | 7.63%-19.2pp |
| Employer contribution / active EE | $490 | $2,076-76.4% | $2,800-82.5% | $2,381-79.4% |
| Participant deferral / active EE | $764 | $2,821-72.9% | $3,704-79.4% | $3,470-78.0% |
| Admin fee / account holder | $314 | $3,839-91.8% | $5,104-93.8% | $4,887-93.6% |