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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 | $6,171 | $93,346-93.4% | $71,796-91.4% | $273,970-97.7% |
| Participation rate | 23.5% | 76.5%-53.0pp | 69.1%-45.6pp | 83.0%-59.5pp |
| Annual return | -7.11% | 130.39%-137.5pp | 78.04%-85.1pp | 41.46%-48.6pp |
| Employer contribution / active EE | $364 | $2,733-86.7% | $1,924-81.1% | $4,869-92.5% |
| Participant deferral / active EE | $364 | $3,475-89.5% | $2,794-87.0% | $5,287-93.1% |
| Admin fee / account holder | $492 | $6,571-92.5% | $4,815-89.8% | $10,132-95.1% |