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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 | $8,037 | $57,352-86.0% | $83,830-90.4% | $64,173-87.5% |
| Participation rate | 30.8% | 68.6%-37.8pp | 76.1%-45.4pp | 69.6%-38.8pp |
| Annual return | -15.17% | 11.38%-26.6pp | 850.97%-866.1pp | 7.63%-22.8pp |
| Employer contribution / active EE | $552 | $2,546-78.3% | $3,631-84.8% | $2,381-76.8% |
| Participant deferral / active EE | $1,049 | $2,993-65.0% | $4,082-74.3% | $3,470-69.8% |
| Admin fee / account holder | $1,012 | $4,046-75.0% | $5,479-81.5% | $4,887-79.3% |