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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 | $7,654 | $95,917-92.0% | $79,583-90.4% | $134,545-94.3% |
| Participation rate | 35.7% | 75.0%-39.3pp | 69.5%-33.8pp | 81.2%-45.5pp |
| Annual return | -27.41% | -2.70%-24.7pp | 0.16%-27.6pp | 418.37%-445.8pp |
| Employer contribution / active EE | $1,061 | $3,129-66.1% | $2,414-56.0% | $4,742-77.6% |
| Participant deferral / active EE | $1,061 | $4,694-77.4% | $3,986-73.4% | $6,401-83.4% |
| Admin fee / account holder | $807 | $9,132-91.2% | $6,835-88.2% | $11,431-92.9% |