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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 | $3,420 | $48,267-92.9% | $68,808-95.0% | $68,486-95.0% |
| Participation rate | 23.7% | 60.7%-37.0pp | 69.0%-45.3pp | 67.9%-44.2pp |
| Annual return | -53.21% | -12.70%-40.5pp | -6.37%-46.8pp | -7.85%-45.4pp |
| Employer contribution / active EE | $379 | $1,829-79.3% | $2,656-85.7% | $2,597-85.4% |
| Participant deferral / active EE | $772 | $2,867-73.1% | $3,942-80.4% | $4,028-80.8% |
| Admin fee / account holder | $341 | $4,362-92.2% | $4,936-93.1% | $5,404-93.7% |