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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 | $10,975 | $45,152-75.7% | $73,845-85.1% | $59,632-81.6% |
| Participation rate | 44.4% | 64.0%-19.6pp | 73.4%-29.0pp | 68.7%-24.2pp |
| Annual return | -5.97% | 27.40%-33.4pp | 2267.91%-2273.9pp | 2041.32%-2047.3pp |
| Employer contribution / active EE | $631 | $1,902-66.8% | $2,788-77.4% | $2,203-71.3% |
| Participant deferral / active EE | $703 | $2,574-72.7% | $3,583-80.4% | $3,192-78.0% |
| Admin fee / account holder | $1,486 | $3,516-57.7% | $4,881-69.5% | $4,297-65.4% |