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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 | $3,032 | $51,222-94.1% | $70,544-95.7% | $75,173-96.0% |
| Participation rate | 52.0% | 61.0%-9.0pp | 68.4%-16.4pp | 67.2%-15.2pp |
| Annual return | -26.36% | 30.06%-56.4pp | 32.79%-59.2pp | 160.72%-187.1pp |
| Employer contribution / active EE | $529 | $1,827-71.0% | $2,976-82.2% | $2,671-80.2% |
| Participant deferral / active EE | $704 | $2,850-75.3% | $4,568-84.6% | $4,126-82.9% |
| Admin fee / account holder | $693 | $4,096-83.1% | $6,427-89.2% | $5,651-87.7% |