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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 | $2,697 | $105,867-97.5% | $90,760-97.0% | $134,532-98.0% |
| Participation rate | 33.3% | 78.3%-44.9pp | 75.7%-42.4pp | 81.2%-47.9pp |
| Annual return | -22.25% | -10.99%-11.3pp | -12.16%-10.1pp | 418.27%-440.5pp |
| Employer contribution / active EE | $1,023 | $3,464-70.5% | $2,922-65.0% | $4,741-78.4% |
| Participant deferral / active EE | $1,344 | $5,217-74.2% | $4,565-70.6% | $6,401-79.0% |
| Admin fee / account holder | $823 | $13,936-94.1% | $8,444-90.3% | $11,429-92.8% |