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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 | $9,884 | $46,732-78.9% | $156,551-93.7% | $55,167-82.1% |
| Participation rate | 29.0% | 65.8%-36.8pp | 84.0%-55.0pp | 69.0%-40.0pp |
| Annual return | -2.69% | 17.72%-20.4pp | 32.23%-34.9pp | 169.23%-171.9pp |
| Employer contribution / active EE | $302 | $2,105-85.7% | $5,501-94.5% | $1,963-84.6% |
| Participant deferral / active EE | $556 | $2,204-74.8% | $4,871-88.6% | $3,054-81.8% |
| Admin fee / account holder | $536 | $418+28.1% | $13,028-95.9% | $504+6.4% |