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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 | $16,776 | $95,979-82.5% | $74,551-77.5% | $135,380-87.6% |
| Participation rate | 54.5% | 75.7%-21.1pp | 69.1%-14.6pp | 82.6%-28.1pp |
| Annual return | -15.73% | 56.97%-72.7pp | 32.53%-48.3pp | 519.81%-535.5pp |
| Employer contribution / active EE | $2,771 | $2,716+2.0% | $1,961+41.3% | $4,779-42.0% |
| Participant deferral / active EE | $118 | $3,844-96.9% | $3,108-96.2% | $5,609-97.9% |
| Admin fee / account holder | $669 | $6,522-89.7% | $5,059-86.8% | $10,828-93.8% |