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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 | $4,784 | $64,716-92.6% | $112,258-95.7% | $68,495-93.0% |
| Participation rate | 35.7% | 67.2%-31.4pp | 75.1%-39.3pp | 67.9%-32.2pp |
| Annual return | -25.63% | -11.40%-14.2pp | 27.47%-53.1pp | -7.84%-17.8pp |
| Employer contribution / active EE | $760 | $2,746-72.3% | $3,636-79.1% | $2,596-70.7% |
| Participant deferral / active EE | $978 | $3,565-72.6% | $4,728-79.3% | $4,028-75.7% |
| Admin fee / account holder | $512 | $5,232-90.2% | $6,411-92.0% | $5,403-90.5% |