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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 | $7,417 | $65,082-88.6% | $81,367-90.9% | $59,633-87.6% |
| Participation rate | 43.4% | 76.0%-32.6pp | 82.3%-38.9pp | 68.7%-25.3pp |
| Annual return | -7.06% | 1.16%-8.2pp | -0.92%-6.1pp | 2041.45%-2048.5pp |
| Employer contribution / active EE | $0 | $2,934-100.0% | $3,930-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $818 | $4,083-80.0% | $5,383-84.8% | $3,192-74.4% |
| Admin fee / account holder | $879 | $7,582-88.4% | $8,926-90.2% | $4,297-79.5% |