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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 | $9,430 | $78,428-88.0% | $95,960-90.2% | $79,852-88.2% |
| Participation rate | 5.7% | 73.5%-67.8pp | 77.1%-71.4pp | 69.6%-64.0pp |
| Annual return | -51.47% | 19.37%-70.8pp | 91.63%-143.1pp | 31.72%-83.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $364 | $3,440-89.4% | $4,167-91.3% | $3,740-90.3% |
| Admin fee / account holder | $3,976 | $5,622-29.3% | $6,797-41.5% | $5,306-25.1% |