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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 | $9,309 | $68,996-86.5% | $159,991-94.2% | $68,495-86.4% |
| Participation rate | 31.3% | 65.4%-34.2pp | 78.0%-46.7pp | 67.9%-36.6pp |
| Annual return | -21.50% | -9.65%-11.8pp | 408.82%-430.3pp | -7.84%-13.7pp |
| Employer contribution / active EE | $967 | $2,212-56.3% | $4,225-77.1% | $2,596-62.8% |
| Participant deferral / active EE | $1,246 | $4,211-70.4% | $6,183-79.9% | $4,028-69.1% |
| Admin fee / account holder | $1,814 | $4,797-62.2% | $8,715-79.2% | $5,403-66.4% |