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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 | $8,501 | $117,846-92.8% | $102,434-91.7% | $145,884-94.2% |
| Participation rate | 28.6% | 78.6%-50.1pp | 76.5%-47.9pp | 80.3%-51.7pp |
| Annual return | -8.28% | 31.90%-40.2pp | 29.46%-37.7pp | 551.85%-560.1pp |
| Employer contribution / active EE | $962 | $3,615-73.4% | $3,023-68.2% | $4,662-79.4% |
| Participant deferral / active EE | $1,203 | $5,733-79.0% | $5,055-76.2% | $6,690-82.0% |
| Admin fee / account holder | $667 | $13,356-95.0% | $9,462-93.0% | $13,392-95.0% |