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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 | $9,655 | $147,727-93.5% | $115,756-91.7% | $134,532-92.8% |
| Participation rate | 42.9% | 80.4%-37.6pp | 77.1%-34.2pp | 81.2%-38.4pp |
| Annual return | -21.76% | 73.96%-95.7pp | 143.14%-164.9pp | 418.27%-440.0pp |
| Employer contribution / active EE | $676 | $4,713-85.7% | $3,793-82.2% | $4,741-85.7% |
| Participant deferral / active EE | $1,330 | $7,563-82.4% | $6,254-78.7% | $6,401-79.2% |
| Admin fee / account holder | $322 | $14,571-97.8% | $8,124-96.0% | $11,429-97.2% |