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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 | $6,852 | $42,548-83.9% | $74,551-90.8% | $56,289-87.8% |
| Participation rate | 20.6% | 60.5%-39.9pp | 69.1%-48.6pp | 69.9%-49.3pp |
| Annual return | -9.14% | 12.40%-21.5pp | 32.53%-41.7pp | -9.96%+0.8pp |
| Employer contribution / active EE | $504 | $855-41.0% | $1,961-74.3% | $2,111-76.1% |
| Participant deferral / active EE | $860 | $2,277-62.2% | $3,108-72.3% | $3,350-74.3% |
| Admin fee / account holder | $5,154 | $467+1003.2% | $5,059+1.9% | $521+889.2% |