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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 | $6,301 | $73,848-91.5% | $143,799-95.6% | $68,486-90.8% |
| Participation rate | 17.2% | 66.7%-49.5pp | 80.3%-63.1pp | 67.9%-50.7pp |
| Annual return | -22.79% | 0.91%-23.7pp | -0.04%-22.7pp | -7.85%-14.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $694 | $3,385-79.5% | $5,638-87.7% | $4,028-82.8% |
| Admin fee / account holder | $2,095 | $5,755-63.6% | $14,677-85.7% | $5,404-61.2% |