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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 | $15,337 | $59,111-74.1% | $86,451-82.3% | $68,490-77.6% |
| Participation rate | 33.3% | 75.2%-41.9pp | 80.3%-47.0pp | 67.9%-34.6pp |
| Annual return | -19.48% | -0.22%-19.3pp | 4398.51%-4418.0pp | -7.85%-11.6pp |
| Employer contribution / active EE | $745 | $2,519-70.4% | $3,770-80.3% | $2,597-71.3% |
| Participant deferral / active EE | $1,044 | $5,900-82.3% | $6,953-85.0% | $4,028-74.1% |
| Admin fee / account holder | $750 | $5,640-86.7% | $6,734-88.9% | $5,403-86.1% |