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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 | $9,185 | $78,694-88.3% | $67,652-86.4% | $125,389-92.7% |
| Participation rate | 37.5% | 78.8%-41.3pp | 75.7%-38.2pp | 83.2%-45.7pp |
| Annual return | -4.98% | 9.46%-14.4pp | 6625.40%-6630.4pp | 282.24%-287.2pp |
| Employer contribution / active EE | $611 | $3,044-79.9% | $2,266-73.1% | $4,866-87.5% |
| Participant deferral / active EE | $682 | $4,292-84.1% | $3,560-80.8% | $5,352-87.2% |
| Admin fee / account holder | $1,597 | $7,403-78.4% | $4,821-66.9% | $9,541-83.3% |