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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 | $14,124 | $78,694-82.1% | $67,653-79.1% | $125,388-88.7% |
| Participation rate | 50.0% | 78.8%-28.8pp | 75.7%-25.7pp | 83.2%-33.2pp |
| Annual return | -8.54% | 9.46%-18.0pp | 6625.22%-6633.8pp | 282.24%-290.8pp |
| Employer contribution / active EE | $884 | $3,044-71.0% | $2,266-61.0% | $4,866-81.8% |
| Participant deferral / active EE | $1,087 | $4,292-74.7% | $3,560-69.5% | $5,352-79.7% |
| Admin fee / account holder | $1,581 | $7,403-78.6% | $4,821-67.2% | $9,541-83.4% |