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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 | $8,749 | $83,908-89.6% | $68,509-87.2% | $125,393-93.0% |
| Participation rate | 54.5% | 78.2%-23.6pp | 74.7%-20.2pp | 83.2%-28.6pp |
| Annual return | -899.13% | 14.48%-913.6pp | 8.27%-907.4pp | 282.23%-1181.4pp |
| Employer contribution / active EE | $5,414 | $3,031+78.6% | $2,278+137.7% | $4,866+11.3% |
| Participant deferral / active EE | $114 | $4,125-97.2% | $3,382-96.6% | $5,351-97.9% |
| Admin fee / account holder | $1,098 | $8,982-87.8% | $5,275-79.2% | $9,541-88.5% |