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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 | $8,059 | $57,352-85.9% | $83,830-90.4% | $64,173-87.4% |
| Participation rate | 40.0% | 68.6%-28.6pp | 76.1%-36.1pp | 69.6%-29.6pp |
| Annual return | -11.86% | 11.38%-23.2pp | 850.97%-862.8pp | 7.63%-19.5pp |
| Employer contribution / active EE | $598 | $2,546-76.5% | $3,631-83.5% | $2,381-74.9% |
| Participant deferral / active EE | $1,050 | $2,993-64.9% | $4,082-74.3% | $3,470-69.7% |
| Admin fee / account holder | $507 | $4,046-87.5% | $5,479-90.7% | $4,887-89.6% |