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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 | $11,398 | $72,404-84.3% | $110,241-89.7% | $64,181-82.2% |
| Participation rate | 44.6% | 73.3%-28.7pp | 79.8%-35.2pp | 69.6%-24.9pp |
| Annual return | -13.93% | -6.29%-7.6pp | 314.75%-328.7pp | 7.63%-21.6pp |
| Employer contribution / active EE | $985 | $2,282-56.8% | $3,827-74.3% | $2,381-58.6% |
| Participant deferral / active EE | $1,501 | $3,469-56.7% | $4,672-67.9% | $3,470-56.7% |
| Admin fee / account holder | $724 | $5,664-87.2% | $8,548-91.5% | $4,887-85.2% |